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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

Your profession

Lloyds adviser sales drop 35%; UK life and pensions hit

Lloyds reported sales through its intermediary channel fell 35% in 2009 contributing to a 26% drop for UK life, pensions and investments sales to £12.97bn.

clock 26 February 2010 •

Wrap/platforms

Cofunds promises 'wrap' functionality

Cofunds CEO Brett Williams says the platform is evolving to offer all the features of a ‘wrap', despite the fact many advisers are happy with a simpler model.

clock 25 February 2010 •

Your profession

Greek rescue damaged as deputy PM attacks 'Nazi' Germany-papers

Greece has greatly threatened its chances of an EU bail-out by slamming Germany over war-time atrocities and accusing Italy of hiding public debt.

clock 25 February 2010 •

Wrap/platforms

Big Interview: Cofunds CEO Brett Williams

On his first anniversary since taking over as Cofunds CEO, Brett Williams explains how he has shaken up the platform business.

clock 25 February 2010 •

Investment

Bolton to subscribe for £2.5m share in China Special Sits

Anthony Bolton intends to subscribe for 2.5 million shares priced at £1 each in his new China Special Situations trust.

clock 23 February 2010 •

Mortgages

John Charcol sets up new company

Beleaguered mortgage broker John Charcol has set up a new business which industry sources say could be part of its ongoing restructuring plans.

clock 22 February 2010 •

Investment

Architas to power Axa guided architecture; White label discussions

Axa has unveiled its new Tailored Selection guided architecture range of 121 funds, selected by its multi-manager arm Architas.

clock 19 February 2010 •

Investment

M&G dominates 2009 retail sales

M&G posted net retail sales of £5.6bn for the whole of 2009, putting it way ahead of second placed Invesco Perpetual on £3.62bn, according to Lipper.

clock 18 February 2010 •

Investment

M&G dominates 2009 retail sales

M&G posted net retail sales of £5.6bn for the whole of 2009, putting it way ahead of second placed Invesco Perpetual on £3.62bn, according to Lipper.

clock 18 February 2010 •

Your profession

From the Editor: IFA battle lines are drawn

Two campaigning advisers have set out their stalls on the RDR and divided our readers.

clock 18 February 2010 •
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