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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What if we did not know as much as we thought we did? And what if some of what we learned was actually wrong? How would we find out? I do not have the answer but the recent introduction of a re-evaluation exam by the FCA and the Chartered Insurance Institute could be a step […]
Financial Ombudsman Service plans to review past decisions remain too process-driven despite an important change to how they will be judged says MP Nicky Morgan. FOS is planning to review decisions made soon after it reorganised in 2016, and has provided details of its proposed methodology to the Treasury select committee. It outlined a two-stage […]
Aegon has announced a 15-year contract with IT company Atos to service and administer 1.4m of its non-platform business customers. The clients hold a variety of different types of protection policies. Aegon will continue the administration and servicing of all platform policies and schemes across Aegon Retirement Choices, Aegon Platform (previously Cofunds and Investor Portfolio Service), TargetPlan […]