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Author profile

Charlotte Richards

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Articles by Charlotte Richards

Your profession

How to create the perfect client survey

Research consultant Gill Wales explains how to survey your clients' needs in the most effective way.

clock 30 June 2011 •

Cautious Managed

M&G multi-asset duo on finding opportunities

Juan Nevado & Tony Finding, co managers of the M&G Cautious Multi Asset fund, say investors should look beyond the headlines for buying opportunities.

clock 30 June 2011 •

Active Managed

Investec's Saunders: My market outlook

Investors can expect substantial returns if market movements in the second half of the year resemble the first, says Philip Saunders, manager, Investec Global Strategic Managed fund.

clock 30 June 2011 •

Balanced Management

The case for crops

Long-term global trends make agricultural commodities an interesting play, says Iain Stewart, portfolio manager, Newton Real Return and Newton Balanced funds.

clock 30 June 2011 •

Managed solutions

Where now for the multi-asset sectors?

After months of wrangling and consultation, June saw the IMA bow to pressure from its members and postpone its reclassification of the sectors pending further review. What are the likely solutions to the problem? Cherry Reynard reports.

clock 30 June 2011 •

uncategorised

Quick poll: What barriers do you face when advising on long term care?

This week's Retirement Planner quick-fire poll asks: What barriers you face when advising on long term care?

clock 29 June 2011 • 1 min read

Structured Products

Aviva extends guaranteed range

Aviva is launching two Guaranteed Selection funds which it says will appeal to customers who want better returns than a typical deposit account and are prepared to invest for five years or more.

clock 29 June 2011 •

uncategorised

Blog: What makes a SIPP?

Mark Lisle, compliance manager at Rowanmoor, says the term 'SIPP' covers a diverse range of products.

clock 28 June 2011 •

ETFs

ETFs would benefit from going before the board

The rumpus over ETFs just won't die down. Every week, another new skirmish breaks out, with the latest bruising delivered by expert pugilist Terry Smith of Fundsmith.

clock 28 June 2011 •

Investment

Getting debt support for your business

The darkest days of the recession following the financial crisis in late 2008 may be behind us but for Britain's small firms it's not safe to relax quite yet.

clock 23 June 2011 •
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