Client News RSS feed for this section

The Adviser Centre Bulletin: Invesco Perpetual Global Targeted Returns fund moved to Recommended Fund List

The Adviser Centre has moved the Invesco Perpetual Global Targeted Returns fund from the Positive Watch list to the Recommended list. Gill Hutchison, Head of Investment Research, City Financial, comments: “As a Positive Watch fund, we cited a number of reasons why we were still watching the fund but we now have sufficient confidence in […]

Continue Reading Release →

Harrington Cooper appointed UK distributor of Oaktree fund range

Harrington Cooper, the fund distribution company, has been appointed by Oaktree Capital Management (Oaktree) to distribute its UCITS SICAV fund range to professional fund selectors in the UK. Oaktree is a leading global investment management firm with $93 billion* in assets under management (AUM), over 900 employees and offices in 17 cities worldwide. The firm was […]

Continue Reading Release →

RateSetter selects Equifax as data insight provider

Equifax, the consumer and business insights expert, has expanded its footprint in the alternative lending sector.  RateSetter, the fastest growing major peer-to-peer (P2P) lending platform in the UK will utilise Equifax data insights and identity verification solutions to assist in making good decisions on behalf of its lenders, offering them an additional layer of protection […]

Continue Reading Release →

Tech on your Christmas list? What about in your portfolio? 2015 investment outlook from fund managers at GAM and Swiss & Global

With Christmas approaching the latest technology is high on many wish lists. Tech is also a major influence on how investment should be approached. Here we provide you with insight from various GAM and Swiss & Global Asset Management investment experts on how tech will influence investment strategies for 2015. Mobility & Marketing “Enterprise mobility […]

Continue Reading Release →

Think beyond the mainstream for your 2015 bond allocation: 2015 investment outlook from the fund managers at GAM and Swiss & Global

As the 30-year bull market for bonds is coming to an end, GAM and Swiss & Global Asset Management comment on alternative fixed income strategies that have the potential to deliver real returns in a rising interest rate environment: Mortgage-Backed Securities “Some investors still mistrust the MBS asset class. This is a mistake – not […]

Continue Reading Release →

Euromoney Indices launches intraday index service

Euromoney Indices (EI) today announces the launch of Precision, an intraday index levels service that enables fund providers to synchronise fund performance and valuations with their benchmarks. Users of the new service include Henderson Global Investors. Intraday levels are available for all Euromoney indices at any time during European trading hours. This ensures exact coordination […]

Continue Reading Release →

Sackers comments on pensions news from the Autumn Statement

Zoe Murphy, partner, Sackers says: “Having heard so much from George Osborne on pensions over the last year, it is perhaps not surprising that there was very little left to say. In the Autumn statement the Chancellor confirmed the abolition of the 55% “death tax” on unused pension savings which had previously been announced in […]

Continue Reading Release →

Thomas Miller Investment Completes Acquisition of the Broadstone Wealth Management Business

Thomas Miller Investment, a member of the 128 year old Thomas Miller Group of companies, has gained FCA approval for its acquisition of Broadstone Wealth Management Ltd. The deal was completed on the 1st December and forms part of Thomas Miller Investment’s strategy to create a leading investment and wealth management business, both organically and […]

Continue Reading Release →

Abolition of employers’ NI contributions for apprentices yet another compliance burden

Simon Massey, tax partner at Menzies, comments on the abolition of employers’ NI contributions for apprentices under 25 years: “This is a welcome change, but we would like to see some support for the increased costs they will inevitably face. Removing employers’ NI on apprentices aged under 25 will place yet another compliance burden on […]

Continue Reading Release →

Fiscal policy needed to drive economic growth

Fiscal policy, rather than monetary policy is needed to drive economic growth – comment from David Jane, manager of Miton’s Multi Asset funds “Authorities in weaker economies are queuing up to introduce “growth/inflation-boosting measures”. A modest, albeit unexpected, rate cut in China at the end of last week forms part of a number of cautious […]

Continue Reading Release →
css.php ';