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Win a mountain bike

You can win a top-quality mountain bike in our competition in support of Aegon Asset Management analyst John Smelt&#39s ride to Rome for the Multiple Sclerosis Society In not quite as cold temperatures nor at such high altitudes as today&#39s other intrepid financial services hardmen, Aegon Asset Management investment analyst Smelt is covering the furthest distance. Cyling from Edinburgh to Rome, he will cover 1,800 miles through four countries with no back up to raise at least £22,000 for the Multiple Sclerosis Society in Scotland. John has a target of £30,000 which will make his ride the single largest fundraiser the charity has ever had. You can keep up to date with how John is doing and make donations at

To win the top of the range Giant Terrago FS1 mountain bike, just correctly guess how long in hours and minutes John will be in the saddle in his cycle from Edinburgh to Rome. Email your answers to by September 7, when he starts his ride.


Thinc Group sets out multi-pronged strategy

Zurich Advice Network franchisee Thinc Group is to launch a fee-based IFA, a multi-tie operating under the Zan umbrella, a mortgage broker and a commercial lender as part of its depolarisation plans. The London-based firm, which has 60 RIs spread across its five divisions, aims to grow to 500 by 2005. It is one of […]

The gilt complex

In my last article, I started to look at the importance, for advisers and their clients, of identifying asset allocation within with-profits funds to help estimate likely future sustainable rates of bonus. I looked specifically at the important example of Equitable Life, whose with-profits fund, at least until recently, consisted of around 80 per cent […]

Scottish Equitable International offers redemption to cash rich companies

Scottish Equitable International has created a capital redemption version of its Dublin private client portfolio. The capital redemption private client portfolio differs from the company&#39s existing portfolio bond in that no lives are assured. The capital redemption structure is more appropriate for businesses and corporate trustees because the death of an individual will not automatically […]

Master Adviser drops Invesco for Millfield investment

London IFA Master Adviser has criticised Invesco Perpetual for pumping money into loss-making national IFA Millfield Group. The firm has suspended all dealings with Invesco Perpetual, saying it will not place any of its clients&#39 money in Invesco funds as it cannot trust an investment process which views Millfield as a solid investment. Misys member […]

2016 Global Survey of Individual Investors: How is investor behaviour rewriting the job description for financial professionals?

Trapped between expectations for near double-digit returns and strong apprehensions about investing in persistently volatile markets, investors worldwide are of the opinion that professional financial advice is worth the fee. But even though they believe individuals who work with a financial professional are more likely to achieve their goals, investors have a clear vision of […]


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