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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

TMT

A Rising Star?

As regular readers will know, over the last few weeks, we have been looking at some of the specialist financial planning tools. Our review of Morningstar gave us a different perspective as it was its depth rather than breadth that stood out.

clock 15 July 2009 •

Investment

M&G's Woolnough cuts exposure to interest rate risk

M&G's Richard Woolnough has reduced his exposure to interest rate risk in his Optimal Income fund on the back of concerns about a possible excess in supply of government bonds.

clock 15 July 2009 •

Your profession

Friends Prov rejects Resolution initial approach

Resolution, the financial services consolidator led by Clive Cowdery, has confirmed it is considering a possible offer for Friends Provident, although the insurer rejected its initial proposals.

clock 13 July 2009 •

Your profession

Openwork appoints new CEO; mulls two tier structure

Openwork has appointed current chairman Martin Davis as CEO with a key priority to decide whether to establish a two-tier distribution model for the group in response to RDR proposals.

clock 09 July 2009 •

Investment

Advisers still keen to improve bond knowledge: M&G

There is still a need for a greater understanding of the bond market amongst experienced advisers as well as newcomers to the industry, according to M&G managing director, global sales Jonathan Willcocks.

clock 09 July 2009 •

Wrap/platforms

Full platform re-reg set for end of 2012

The UK Platform Group, formed from the UK's biggest platform providers, will agree implementation of a new re-registration solution over the next six months, with full roll-out to meet the RDR deadline at the end of 2012.

clock 09 July 2009 •

Your profession

Small adviser firms worst hit as industry contracts-research

Firms with only one or two advisers were the worst hit during the six month period to mid April 2009 as economic pressures took their toll, according to new research from threesixty.

clock 08 July 2009 •

Investment

Invesco Perpetual hosts live debate on recovery prospects

Advisers are being given the chance to hear Invesco Perpetual's expert panel debate the prospects for an economic recovery and the implications for global markets.

clock 07 July 2009 •

Investment

IFAonline Coffee Lounge presents the Ignis Stick Cricket Competition

Ignis Asset Management, sponsors of Middlesex CCC, invites you to smash the world's best bowlers around Lord's and register your scores to win fantastic prizes!

clock 06 July 2009 •

Structured Products

What can we learn from the Keydata collapse?

At first glance the UK structured product world has taken another serious blow due to the various issues surrounding the collapse of Keydata. But are structured products to blame?

clock 03 July 2009 •
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