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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

Wrap/platforms

Ascentric hires former 1st-The Exchange manager

Ascentric is expanding its business development team with the appointment of Debbie Steer, formerly of 1st The Exchange.

clock 06 November 2009 •

Managed solutions

Institutional fund managers eye retail space

Institutional fund managers are increasingly looking to the retail market, suggests a survey by Skandia Investment Group (SIG).

clock 06 November 2009 •

Wrap/platforms

Cofunds hire to support advisers through RDR

Cofunds has appointed Paul Rose as head of regional account managers to help the platform work more closely with advisers in the run up to the RDR.

clock 05 November 2009 •

Your profession

Paraplanner Zone: Lee-Anne Peters

Founder of outsourcing firm How Why When, Lee-Anne Peters, talks about how the paraplanner role is evolving...

clock 05 November 2009 •

Wrap/platforms

Jelf launches Managed Portfolio Service

Quilter and Skandia will power the managed portfolio service for Jelf Financial Planning as part of a three-way strategic tie-up.

clock 05 November 2009 •

RDR

RDR will drive advice upmarket - Scot Wids

The RDR could have the unintended consequence of "disenfranchising" the majority of consumers from financial advice and thereby undermine the proposal's main aim, Scottish Widows says.

clock 05 November 2009 •

Mortgages

Goldman Group to stop offering advice

Brokerage Goldman Group has taken the decision to stop offering mortgage and insurance advice due to the tough market conditions.

clock 05 November 2009 •

Commodities

Where next for commodities?

Deutsche Bank investment director Paul Wharton examines the drivers for the commodities market.

clock 05 November 2009 •

Investment

Record quarter for fund of funds sales

Net retail sales of fund of funds soared to their highest ever level in Q3 to £1.4bn, more than four times the £297m recorded in the same period last year.

clock 04 November 2009 •

Property Investment

IFA optimism on property hits two-year high

Confidence amongst IFAs towards property investment has shot up to its highest level in two years, a Reita study concludes.

clock 04 November 2009 •
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