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Pershing study reveals increased awareness of financial advice fees among UK’s wealthy

LONDON, 14 APRIL, 2014 – Research commissioned by Pershing, a BNY Mellon company, shows that investors are increasingly aware of how their financial advisers and wealth managers are remunerated and are more likely to shop around when considering their financial options. The research, Brave New World: An investor perspective of wealth management services in a […]

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BNY Mellon is Top Fund of Hedge Funds Administrator in Two New Industry Surveys

Named best large FoHF administrator by HFM Week and largest FoHF servicer, according to eVestment survey NEW YORK and LONDON, April 16, 2014 — BNY Mellon, a global leader in investment management and investment services, has been recognized as the best large fund of hedge funds (FoHF) administrator in HFMWeek’s 2014 European Hedge Fund Services Awards. […]

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Comment: MMR causes hold-ups for conveyancing

Beth Rudolf, Managing Director of DC Law, the conveyancing arm of Move With Us, comments on how the Mortgage Market Review (MMR) is causing hold-ups for conveyancing: “While lenders update their systems and train their staff to reflect the new MMR requirements, its conveyancers who are experiencing significant delays in processing mortgage offers and this […]

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Charities must take “vital steps” to prepare for compulsory pensions

Speaking at the Trustee Investment Conference, Ferdinand Lovett, associate at law firm Sackers, is urging charities to keep one step ahead of the new workplace pensions regime to ensure the transition to auto-enrolment is as smooth as possible: “Charities may find the deadline for fulfilling their pensions auto-enrolment obligations pressing down on them over the […]

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Asoka Wohrmann, DeAWM: CIO view on China’s Metamorphosis

Deutsche Asset & Wealth Management’s Co-Chief Investment Officer Asoka Wöhrmann expresses his latest views in the April issue of the new CIO. His nine positions are: We forecast solid global growth in 2014: 3.7% The Eurozone economy is likely to gain momentum: 0.9% (2014) The Euro Stoxx 50 is likely to rise. Our 12-month prediction: […]

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TCC responds to FCA’s thematic review into adviser charging

Ian Stott, Client Services Director at The Consulting Consortium, warns that failure to adhere to simple transparency requirements could uncover cultural issues within firms: “The regulator expects firms to be 100% transparent in their service, costs and service delivery. If firms are still not getting this simple element correct, the regulator may see this as an […]

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Make space in your portfolio for Africa – Swiss & Global

Tommaso Bonanata, manager of the JB Africa Focus Fund: “The size of sub-Saharan Africa’s economy more than tripled from 2000 to around $1.33 trillion in 2012*, spurred by increased demand for its minerals and oil. “It is important to understand that the African growth is not simply a matter of rising commodity prices. With rising […]

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City Financial appoints Mark Pearson as Marketing Director

City Financial, the rapidly growing independent asset management business has appointed Mark Pearson as Marketing Director. Pearson will lead the development and implementation of City Financial’s marketing strategy for the growing propositions within the business. He brings with him extensive experience in developing and marketing asset management, adviser and customer solutions. Pearson was previously head […]

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Mitsubishi UFJ Fund Services launches syndicated loan administration solution

Mitsubishi UFJ Fund Services, a leading global asset administrator and part of Mitsubishi UFJ Financial Group; the fifth largest bank in the world with $2.4 trillion in assets is launching a comprehensive loan asset servicing offering. Mitsubishi UFJ Fund Services will provide an extensive suite of services for effective administration of syndicated loan portfolios using […]

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Sackers comments on news that Bridge Trustees retrospection will be limited

Zoe Lynch, a partner at Sackers who sat on the Industry Working Group on Bridge Trustees, says: “It is great news that the retrospection on Bridge Trustees will be limited. Clients and other contacts in the industry have been very worried about how to process the transitions, especially with all the other pensions changes going […]

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