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Author profile

Charlotte Richards

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Articles by Charlotte Richards

Structured Products

Time for a rethink on structured products?

Ian Lowes, of Lowes Financial Management, discusses why advisers who are unconvinced by structured products should reconsider their position.

clock 20 January 2011 •

TMT

Having a ball with technology

Morningstar's Anastasia Georgiou explains how technology can help you run a more efficient business in the lead up to RDR.

clock 20 January 2011 •

UK

Beagles on reasons to be cheerful in 2011

Clive Beagles, manager of the JOHCM UK Equity Income fund, paints an optimistic portrait of the forthcoming year.

clock 20 January 2011 •

UK

Axa's Stride on how to create a truly diversified portfolio

It may seem obvious, but the old adage ‘Don't put all your eggs in one basket,' remains true of modern portfolio theory.

clock 20 January 2011 • 4 min read

Investment

New Year's Pensions Work-Out

Andy Zanelli, head of technical sales at AXA Wealth, gives a brief overview of the age 75 draft regulations and highlights some areas of opportunity.

clock 20 January 2011 •

Investment

Spotlight on: UCIS

After many negative headlines for UCISs, Piers Denne of Future Capital Partners provides the other side of the argument.

clock 20 January 2011 •

TMT

Tech review: Skandia Investment Solutions

AT8's Mark Loosmore takes a closer look at Skandia's wrap proposition.

clock 20 January 2011 •

RDR

RDR will drive investors to 'star' fund managers

Almost half of financial advisers expect the RDR to result in more capital being allocated to ‘star' fund managers, but its effect on other areas of product selection will be more muted, new research suggests.

clock 20 January 2011 •

Japan / Far East

Who are OBSR's top Japan fund managers?

OBSR's Amaya Assan and Richard Whitehall reveal their top fund picks.

clock 20 January 2011 •

Wrap/platforms

Watch out for 'pay to play' charges

Justin Lowes, managing director of Lowes Wealth Management, examines platform charging pre- and post-RDR.

clock 20 January 2011 •
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