Vincent Chailley, CIO of H2O Asset Management, discusses the key investment factors in 2016, including volatility, the disconnection between central banks and its implications on markets, as well as opportunities that may exist for investors.
All too often, disruption and fighting can be an unhappy by-product of the process of dividing up the estate of a deceased relative. This can cause significant extra stress for family members at an already difficult time. High profile disputes have been common in recent months, with the financial legacy of a number of public […]
The FCA’s recent adviser firms survey provides valuable insight into how market practice is evolving and the challenges faced. Here are a few key points from a technology perspective and my analysis of lessons that can be learned. Research and analysis The gulf in technology use between large and medium firms and their smaller peers […]
This week I am going to look at the taxation fundamentals underpinning trustee investment. For income tax purposes, most relevant is whether there is a beneficiary entitled to the trust income as it arises. Generally, if there is a beneficiary entitled to the income from a trust (and the income is not assessed on the settlor), […]
Employees who have been automatically enrolled should be warned away from the Government’s new Lifetime Isa, according to a committee of MPs. In its report on automatic enrolment, the Work and Pensions Committee says the Government should conduct urgent research on the implications of the Lifetime Isa, launched by the Chancellor in the Budget. The […]
Focused on bottom-up stock selection, not just in equities but also corporate bonds, DNCA has a reputation as being a multi-asset manager, but is also well known for its European equity funds.
- Top trends
- Top trends
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- Scottish Widows mulls Standard Life corporate pensions book takeover
- The future of Cofunds: What next for a platform titan?
- How much are advisers charging for pension transfers?
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Two company directors have been disqualified for a combined 20 years after running a fine wine investment scam that lost investors nearly £1m. An Insolvency Service investigation found that Crimson Fine Wines cold-called customers and then did not purchase or allocate wines to those who had paid for their investments. The investment scheme offered investors […]
AJ Bell has won a case against a client who wanted his platform fees for the past 14 years reduced. A client, referred to as Mr N, complained to the Pensions Ombudsman that, because he did not have enough information about what fees would be payable, he sold a property holding in his Sipp far […]