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Author profile

Charlotte Richards

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Articles by Charlotte Richards

Equities

The thorny issue of China's currency

Jason Hepner, investment director - global strategy at Standard Life Investments, says China is widely seen as a key driver of global growth and any change in the country's currency will affect the rest of the world's markets.

clock 18 March 2010 •

Your profession

Paraplanner Zone: New investment thinking

Andrew Wilkins, executive director of Catalyst Investment Group, says retail investors should make the most of investment choices previously only available to their institutional peers.

clock 18 March 2010 •

Equities

Leigh Harrison on the obstacles facing the UK

Leigh Harrison, co-head of UK equities at Threadneedle, says the market has a number of obstacles to overcome before UK equities can start making good progress.

clock 18 March 2010 •

Investment

Is your client cheating on you?

Just as people leave their husbands and wives, so clients abandon their advisers. Bryce Sanders, president of Perceptive Business Solutions, explains how to spot the early warnings signs a client is about to abscond...

clock 18 March 2010 •

Your profession

PA Panel: Advisers expect Budget CGT and income tax raid

Capital gains (CGT) and income will be the biggest tax targets in next week's Budget, advisers say.

clock 18 March 2010 • 2 min read

Equities

Neptune's Geffen on the outlook for equity income

Robin Geffen and Emma Stanford from Neptune Investment Management say demand for income coupled with a low supply should allow UK equity income funds to generate significant returns this year.

clock 18 March 2010 •

uncategorised

Tech Review: BUPA - a healthy use of technology

This week, AT8's Mark Loosmore looks at how this major healthcare provider is using electronic media to deliver its services

clock 18 March 2010 •

Tax Planning

Advisers strike back

Sheriar Bradbury, MD of Bradbury Hamilton, assesses how advisers will be impacted as HMRC turns up the heat

clock 17 March 2010 •

Alternative Investments

Adapting to a changing environment

Ed Stuart-Brown, head of protection sales at Friends Provident, recommends advisers find alternative products to sell in these difficult market conditions

clock 17 March 2010 •

Mortgages

Bailout banks offer worst deals

Moneyfacts has revealed that state-funded banks charged higher than average rates on their products over the last year, despite the Bank of England base rate remaining at 0.5%.

clock 15 March 2010 •
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