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Author profile

Charlotte Richards

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Articles by Charlotte Richards

Equities

Q&A: Mid-cap investing

Andrew Neville, mid-cap specialist at RCM, the equity manager of Allianz Global Investors, explores the asset class.

clock 11 March 2010 •

Your profession

Paraplanner Zone: Wayne Vernon, The Private Office

Wayne Vernon is a paraplanner at The Private Office, an appointed representative of AWD Chase De Vere. He says, while others dreamed of being astronauts, he knew he wanted to work in financial advice…

clock 11 March 2010 •

Structured Products

Building awareness of structured products

Advisers are more aware than ever of structured products but education is the key to them moving from a niche player into the mainstream.

clock 11 March 2010 •

Absolute Returns

Delivering in bull and bear markets

Paul Burgin examines the Absolute Return sector, the second best-selling retail class of 2009. Managers are betting both ways on recovery as they wait for government action on interest rates, economic stimulus and sovereign debt.

clock 04 March 2010 • 6 min read

Wrap/platforms

Better Business: When the price is not right

David Ferguson, CEO of Nucleus, assesses recent moves by wraps and platforms to clarify their pricing structures.

clock 04 March 2010 •

Your profession

Better Business: Luring clients from the competition

Bryce Sanders, president of Perceptive Business Solutions, looks at how to keep in favour with potential clients.

clock 04 March 2010 •

Multi-manager

What position should we take on sterling?

OPM's Ross Henderson explains why he is recommending a negative stance on sterling.

clock 04 March 2010 •

TMT

Tech Review: Adaptability at Raymond James

This week we look at two firms associated with Raymond James; Yellowtail Financial Planning and Stockdale Asset Management.

clock 04 March 2010 •

uncategorised

Better Business: Preparing for NEST

Employers and employees must open their eyes to the challenges they face before auto-enrolment is introduced in 2012.

clock 04 March 2010 •

Emerging Markets

What can Greece learn from Brazil?

OECD economies could learn a lot from the crises many emerging markets faced a decade ago, writes Jason Hepner, investment director, global strategy at Standard Life Investments.

clock 04 March 2010 •
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