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Author profile

Katrina Lloyd

Katrina Lloyd

Editor-in-chief

Katrina Lloyd has been editor of Investment Week since October 2011. Prior to this, she was editor of sister Incisive titles ifaonline.co.uk and Professional Adviser magazine (now combined into professionaladviser.com). Katrina started her journalism career at fundstrategy magazine.

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Articles by Katrina Lloyd

Investment

Whitechurch makes first foray into ETF market

Whitechurch Securities has bought its first ETF, giving it a 10% exposure to natural gas prices in its higher risk Energy & Global Shift portfolio.

clock 01 October 2009 •

Investment

Iceland gets rapid-response financial SWAT unit

A rapid-response financial investigation team with wide-ranging powers is being set up in Iceland to prevent another financial meltdown.

clock 25 September 2009 •

Investment

Advisers fear investors over-exposed to UK equities

Nine out of ten advisers warn investors are over-exposed to UK equities and could be hit in the coming months as the current market rally starts to falter, according to research by Ignis Asset Management.

clock 24 September 2009 •

Offshore Investment

Offshore Review: How easy is it to advise in the UK?

Paul Burgin investigates how overseas advisers passporting their services into the country appear able to circumvent British rules and pose a threat to clients of UK advisers.

clock 24 September 2009 •

Technology

Better Business: Defaqto Engage review

AT8's Mark Loosmore assesses Defaqto Engage as part of his review of product and fund tools for advisers.

clock 24 September 2009 •

Your profession

Meet the paraplanners: Bluefin's Gemma Davies

Gemma Davies, a paraplanner/trainee financial planner at Bluefin's Cardiff office, works in a team of six providing support to financial planners Julie Lord and Marlene Shalton.

clock 24 September 2009 •

ETFs

Better Business: Are ETFs as cheap as we are led to believe?

Over the years experience has taught me that, when a price sounds too good to be true, a little investigation will prove that it is.

clock 24 September 2009 •

uncategorised

Equity rally prompts early retirement

Investors are bringing retirement plans forward and buying annuities now to take advantage of the recent rally in equity markets, according to Hargreaves Lansdown.

clock 23 September 2009 •

Regulation

FSA could start regulating products

The FSA is contemplating a u-turn in how it supervises the retail market as retail MD Jon Pain says it will have an ‘open mind' on regulating products in the future.

clock 21 September 2009 •

Offshore Investment

Lloyds implicated in BBC offshore tax exposé

Banks bailed out by the taxpayer during the financial crisis are telling investors they can avoid tax charges by investing in their in-house funds, a BBC Panorama investigation alleges.

clock 21 September 2009 •
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