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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BMO Global Asset Management fund manager Robert Burdett has more than halved the exposure to passive funds in most of the multi-manager funds amid fears of a bubble in the market. Burdett, who co-manages the £1.2bn F&C MM Navigator Distribution fund with Gary Potter, says the team has been cutting exposure to passive funds across […]
Opinion differs as to what has caused the advice gap. Some believe the move from commission to fees has made advice unaffordable for the mass market, with advisers having to focus on wealthier clients for commercial reasons, while others say the trend was happening anyway, regardless of the RDR. For Simplified Money director Lesley James, […]
Sales of protection policies are back at peak levels, with the sector growing by more than 20 per cent in the past year, despite adviser complaints over protection’s lack of popularity. According to the latest figures from Equifax Touchstone, sales of protection policies surpassed £149m between July and September this year — their highest level […]