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Author profile

Tom Ellis

Tom Ellis

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Articles by Tom Ellis

Companies

Quilter completes £445m sale of assurance business

The sale of Quilter's life assurance business to ReAssure has been confirmed.

clock 02 January 2020 • 1 min read

Your profession

Jack Rose: Taking the direct approach to yield via 'good old fashioned' lending

The direct lending market has grown at a remarkable rate over the last decade, writes Jack Rose, who argues investors have a number of options for accessing predictable, risk adjusted returns...

clock 30 December 2019 • 2 min read

Investment

Morningstar downgrades Nick Train's funds on capacity concerns

'Less nimble'

clock 24 December 2019 • 2 min read

Your profession

Tim Sargisson: Better engagement with the next generation must be a priority in 2020

Financial advisers are not doing enough to engage with clients' beneficiaries, writes Tim Sargisson, who lays out why engaging the next generation is so important for advisers and their businesses...

clock 23 December 2019 • 4 min read

Your profession

Jenny Davidson: Personalisation at scale and the role of technology

In an environment where demand for personalisation is rising across a range of products and services, writes Jenny Davidson, financial advisers must follow suit and embrace new technology to offer individual investment preferences at scale…

clock 23 December 2019 • 3 min read

Regulation

Mark Greenwood: Putting the fun in SM&CR functions

In the latest of his articles on the realities of the Senior Managers & Certification Regime (SM&CR), Mark Greenwood looks at the mechanics of changing roles and Senior Manager functions under the new regime now it is in place…

clock 20 December 2019 • 4 min read

Multi-Asset

Simon Evan-Cook: When the maths does not add up

'Overly rational'

clock 19 December 2019 • 3 min read

Economics / Markets

Bank of England briefings hacked by hedge funds

Misuse of audio feed

clock 19 December 2019 • 1 min read

Investment

Laura Suter: Are investment trusts beginning to sack managers like the Premier League?

It has been a busy year for investment trusts, writes Laura Suter, but are they starting to change fund managers more often?

clock 19 December 2019 • 3 min read

Investment

Multi-Asset Review: M&G's 30 years of a 'secret sauce'

While multi-asset has burgeoned in recent years its popularity is not a new phenomenon. Cherry Reynard talks to M&G's multi-asset team founder, Dave Fishwick, about how he has guided the team's philosophy over the 30 years since its inception...

clock 18 December 2019 • 6 min read
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