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 […]
Tony Wickenden looks at the trust taxation 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), the beneficiary will be […]
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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The Pensions Ombudsman and The Pensions Regulator have agreed to share information to increase their understanding of issues in the sector. The agreement follows the FCA and TPR announcing in February they will work together on a strategy to tackle risks in the pensions sector over the next five to 10 years. The agreement announced […]
Platform Alliance Trust Savings continues to be affected by staff departures as three senior executives are understood to have left the business. Money Marketing understands commercial director Ed Carey and customer services director Gordon Murray have recently resigned from their posts. According to LinkedIn, Carey joined ATS in 2016 as sales director before taking on the commercial […]