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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Ingram will be succeeded by Lord Debden, who was previously Apfa’s chair Former Wealth Management Association chairman Tim Ingram has stepped down as chair of the Personal Investment Management and Financial Advice Association board. According to a Companies House filing, Ingram’s position was terminated as of 19 September. He formally stepped down from his Pimfa […]
Seven firms have joined Fairstone so far this year Two more advice firms are joining consolidator Fairstone, adding seven new advisers and £200m in funds under management. Chartermarque, which is based in Glasgow and London, and Hammett & Petch, based in Milton Keynes and Bracknell, have signed up to Fairstone. Fairstone chief executive Lee Hartley […]
Identifying the management information that matters is a key factor in businesses making a profit