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Professional Adviser

Professional Adviser

Articles by Professional Adviser

Structured Products

Barclays Wealth rolls out Target Growth Plan

Barclays Wealth has unveiled its latest Target Growth Plan, offering a return of 50% plus capital repayment provided the FTSE 100 has not fallen by 50% at the end of the plan's five-year term.

clock 26 March 2009 •

Your profession

CII thanks RDR for 7% revenue boost

A rush of advisers taking exams in order to meet qualification requirements proposed in the Retail Distribution Review (RDR) helped the Chartered Insurance Institute (CII) post a 7% jump in revenue to more than £30m in 2008.

clock 26 March 2009 •

Offshore Investment

Allied Irish Banks caught up in fraud investigation

The Serious Fraud Office (SFO) has confirmed it has launched an investigation into an alleged fraud on the Corporate Banking Department of Allied Irish Banks Plc, centring on a series of loans for the purchase of a number of UK investment properties....

clock 26 March 2009 •

Offshore Investment

Investec re-focuses High Income Bond fund

Investec Asset Management will change the investment focus of its existing Investec GSF High Income Bond (USD) fund, developing its Fixed Income product range.

clock 26 March 2009 •

Offshore Investment

Julius Baer launches Agriculture fund

Swiss wealth manager Julius Baer will launch a fund dedicated to investments in agriculture equities and commodities in the UK market.

clock 26 March 2009 •

Your profession

Adviser/solicitor link-ups aided by new rules

Advisers and solicitors are embracing the idea of working together after new legislation, which comes into force next week, will make it easier for them to establish a more permanent working relationship.

clock 26 March 2009 •

Offshore Investment

ALIL launches three multi-channel savings accounts

Isle of Man-based Alliance & Leicester International (ALIL) has rolled out three multi-channel savings accounts designed to provide customers with more choice in how they manage their accounts.

clock 26 March 2009 •

Your profession

Allied Irish Banks caught up in fraud investigation

The Serious Fraud Office (SFO) has confirmed it has launched an investigation into an alleged fraud on the Corporate Banking Department of Allied Irish Banks Plc, centring on a series of loans for the purchase of a number of UK investment properties....

clock 26 March 2009 •

Offshore Investment

JPMorgan launches offshore bond range for ex-Schroders team

JP Morgan is launching five bond vehicles for its fixed income team which it recruited from Schroders last year.

clock 26 March 2009 •

Protection

CI 'negligent' option secures extra £1.5m payouts at Aegon

The introduction of a third non-disclosure category for critical illness (CI) helped secure extra payouts totalling more than £1.5m in 2008, Aegon Scottish Equitable says.

clock 26 March 2009 •
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