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Three top managers join for ISA roadshows

Credit Suisse Asset Management, ABN Amro and SG Asset Management are teaming up for a series of joint Isa season roadshows in January and February.

The three groups will visit 16 venues around the country, starting in Nottingham on January 22 and ending in Tunbridge Wells on February 28.

Speakers will include CSAM star income manager Bill Mott, ABN Amro star UK growth manager Nigel Thomas, and SGAM joint chief executive officer Nicola Horlick.


Regulator takes action against three more firms

Three more IFA firms have been disciplined by the PIA, despite the fact that it no longer exists as a regulatory body, having been replaced by the FSA on Saturday. The FSA says any disciplinary action that was decided on before December 1 will still come under the banner of the PIA.Julian Harris Financial Consultants […]

F&C clones with-prospects

FOREIGN & COLONIAL WITH PROSPECTS FUND Type: Oeic. Aim: Growth and income by investing in UK and overseas equities and fixed-interest investments. Minimum investment: Lump sum £2,500. Investment split: International equities 60 per cent, investment grade bonds 40 per cent. Isa link: Yes. Pep transfers: Yes. Charges: Initial 5 per cent, annual 1 per cent. […]

Technology could cut processing time by 38 per cent, NU tells Sofa

Using technology efficiently could cut the time of the average transaction by 38 per cent, according to Norwich Union.Speaking at the Society of Financial Advisers conference in Birmingham this week Norwich Union director of marketing Robert Fletcher told delegates that a typical sales transaction took 3 hours attendance with the client, 1.5 hours for analysis, […]

Panthers get claws into life office regulation

The FSA this week outlined plans to radically overhaul life office regulation, including drafting in former senior industry executives dubbed “grey panthers” to provide expertise.The move follows the critical internal report by Ronnie Baird into the regulator&#39s handling of Equitable Life.The Tiner project – run by FSA managing director John Tiner – will tighten up […]

How to balance bottom-up with top-down research in constructing multi-asset credit portfolios

In this short video, Azhar Hussain, head of global high yield at Royal London Asset Management, explains how his team balance bottom-up with top-down research in constructing multi-asset credit portfolios. Watch the video in full The value of investments and the income from them is not guaranteed and may go down as well as up […]


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