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UBS offering multi-asset fund

UBS is launching a multi-asset fund, to be managed by its global investment solutions team. Headed by Jamie Lewin, the fund will be predominantly equities and fixed-income, with both property and private equity excluded at launch.


Opt-out question

In 1988, I gave myself the advice to opt out of Serps and used an NPI personal pension to do this. I am now 61 and have decided to make use of the fund available which is just short of £40,000. Under current legislation, I can get get a quarter of this, very nearly £10,000 […]

Sense of fair play

Friends Provident socially responsible investment marketing manager Julia Dreblow says the FSA’s treating customers fairly initiative is commendable but there are still grey areas over social, ethical and environmental issues which need to be clarified.

CII targeting loan advisers

The Chartered Insurance Institute plans to add mortgages to its list of expertise after revealing a £1m investment in the sector.The CII plans to provide training for up to 6,500 mortgage advisers in both the direct and intermediary market in 2007 although it stre-sses that it is likely to target bigger organisations with a minimum […]

The return of emerging markets

Ewan Thompson, Head of Emerging Market Equities, Neptune Although in political terms 2016 will be remembered for the seismic shocks of the Brexit vote and Trump’s presidential victory, the year was also a watershed for the global economy and emerging markets in particular. Following five years in the wilderness, the conditions are now in place […]


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