Advisers increasingly use DFMs as their investment partner. Cazenove Capital provides due diligence factors for advisers to consider when partnering with a DFM.
Morgan Stanley has placed one in three odds that Jeremy Corbyn will be the UK prime minister by the end of next year as divisions among the Conservatives over soft versus hard Brexit trigger elections in the second half of 2018. The major US bank predicts a two in three chance the UK faces a […]
How do you choose between active and passive? Is it art or is it science? Is it really one or the other? Many people approach this decision thinking the outcome is either one thing or the other. You either expect your manager will outperform or you don’t. You go 100% active. Or 100% passive. But […]
Sources say announcement could come in a matter of weeks.
Precise Mortgages’ parent Charter Court Financial Services is close to announcing a £500m flotation on the London Stock Exchange. The firm was looking to sell last year, but switched its attention to floating, and Sky News reports this could be announced this week. Charter Court has hired Royal Bank of Canada, Barclays and EY to help […]
Caspar Rock, Chief Investment Officer, and Richard Jeffrey, Chief Economist, review the state of the economic landscape. It started with an unconventional recession, one that emanated from a near collapse in the financial system but which, in some larger economies, resulted in a comparatively modest increase in unemployment. Then we had unconventional monetary policy, encompassing […]
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The Financial Ombudsman Service will be reviewed by an independent person following claims of poor staff training and alleged biases in its decisions that were exposed in a recent Channel 4 investigation. Treasury Committee chair Nicky Morgan wrote to FOS chief executive Caroline Wayman on 13 March asking for more information about the findings of […]
There are numerous trip hazards with carry forward but more clients will want to be looking at it Many believe the annual allowance will be fair game for the chancellor soon, as one of the least painful and least complex reductions in cost to the Treasury. As such, the need to contribute while clients can and […]
The world is a challenging place for a traditional one-man (or -woman) band Increased regulation and rising costs are leading to a growing number of mid-sized adviser firms. Sole trader and two-handed businesses are becoming rarer as changing rules and client demands present a greater challenge for smaller firms. Between compliance, technology and the implementation […]