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.
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A new FCA committee has set the timeline for its fee template for asset managers as it publishes details of how it will go about its analysis. Money Marketing earlier this week the disclosure working group set up by the FCA following its final report into the asset management industry was about to set out the objectives […]
I caught up with some industry friends for a couple of drinks the other week. Nothing new there, those of you who know me might say. Over evening drinks the three of us, who are all engaged, compliant business principals, sat and chatted through the issues we are all currently facing. Recruiting and retaining quality […]
The Government has outlined plans for post Brexit financial services regulation in the UK to ultimately diverge from the European Union. Brexit secretary David Davis met with City leaders last week at Chevening, foreign secretary Boris Johnson’s country residence, the Financial Times reports. Davis told a breakout session for financial services that the UK would lose potential competitive gains […]