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Walker Cambria celebrates successful first year

Walker Crips, the investment and wealth management group, celebrates the first anniversary of Walker Cambria – its first office in Wales. Over the last year, Walker Cambria has built a strong client base with intermediaries across Wales using its risk managed, discretionary investment portfolios. Led by Andrew Morgan and Gary Waite from its office in […]

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Is there still value in Europe?

Anthony Rayner, co-manager of Miton’s multi asset fund range, discusses whether there is still value to be found in Europe. As regular readers will be aware, the over-arching theme in our portfolio for some time now has been our ‘new monetary regime’ theme, where central banks are in charge of markets. This week we review […]

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Investor election worry unnecessary?

Comment from Margaret Lawson, manager of the SVM UK Growth Fund: “The UK economy is entering the Election growing at one of the fastest rates in the OECD. Some estimates are for a pick-up in growth to 0.7% over the first quarter, versus 0.6% in Q4 2014. Yet some investors remain on the sidelines, concerned […]

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Gill Hutchison

Aviva Investors Multi-Strategy Target Return added to Positive Watch list

Aviva Investors Multi-Strategy Target Return has been added to The Adviser Centre’s Positive Watch list. Gill Hutchison, Head of Investment Research, City Financial, comments: “As with all new strategies, more time needs to pass in order for us to observe the success of the process and the path of its outcomes in different market conditions. […]

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Consumers keen to embrace fingerprint recognition for online banking security

Banks need to implement biometrics solutions to better meet customer expectations Fingerprint recognition looks set to become consumers’ preferred way to verify their identity when accessing financial accounts online. In new online research, 31% of respondents said that fingerprint recognition would be their favoured security method when logging into financial accounts via the web, just […]

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Sell in May and go away? Data shows the strategy makes sense – especially for small caps

The saying “Sell in May and go away, don’t come back till St Leger Day” is one of the most well known in the investment world. While some investors may view it as a cliché, research shows that over the last eight years the old adage has paid off for investors, particularly when it comes […]

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BNY Mellon named depositary bank for Edita’s new London Stock Exchange Listing

BNY Mellon, a global leader in investment management and investment services, has been selected as depositary bank by Edita Food Industries S.A.E. for the listing and offering of its global depositary receipts (GDRs). Each Edita GDR represents five common shares. Edita’s ordinary shares trade on the Egyptian Exchange under the symbol “EFID.CA” and its GDRs trade […]

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The Consulting Consortium’s Kevin Parkinson elected Chairman of APCC

Kevin Parkinson, director of advisory services at The Consulting Consortium, the UK’s largest independent regulatory and compliance consultancy, has been elected Chairman of the Association of Professional Compliance Consultants (APCC). The APCC is the UK body for compliance consultants who advise firms regulated by the Financial Conduct Authority (FCA) and the Prudential Regulatory Authority (PRA). […]

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Equifax Touchstone solution helps protect structured products industry against thematic review concerns

Equifax Investor Profiles, a solution from Equifax Touchstone, the business insights expert, helps structured product providers and advisers target the right type of investors. The recent FCA Thematic Review* into the development and governance of structured products has highlighted that retail customers generally struggle to understand the complex features common to many structured products and […]

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City Noble calls on a ban for Defined Benefit to Defined Contribution transfers

Eamonn O’Connor, Director at City Noble says: “There has been speculation that defined benefit transfer volumes will increase after April as clients seek to take advantage of the new flexibility. Whilst there could be valid reasons for some clients to transfer from DB schemes we believe that very few would benefit by transferring from DB […]

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