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Professional Adviser

Professional Adviser

Articles by Professional Adviser

Offshore Investment

Fund houses step up offshore push

Fund houses with substantial offshore offerings are building up the profile of the portfolios in the UK retail market ahead of the IMA's introduction of offshore listings.

clock 26 January 2009 •

Absolute Returns

Managers defend 130/30 strategy despite 40-50% losses

Managers of 130/30 funds have defended the future of the strategy despite a number of underperforming vehicles losing half their value in 2008.

clock 26 January 2009 •

Mortgages

Action needed to save mortgage market - AMI

The Association of Mortgage Intermediaries (AMI) has called for the accelerated implementation and launch of the banking proposals announced by the Government earlier this week, after releasing a grim first economic bulletin for 2009.

clock 23 January 2009 •

Offshore Investment

FirstRand revamps wealth management Guernsey arm

FirstRand International Wealth Management's recently launched Private Wealth Management arm has re-launched and re-branded the division's Guernsey-based fiduciary business.

clock 23 January 2009 •

Offshore Investment

Allianz to launch European equity income fund

Allianz Global Investors plans to launch the Allianz RCM European Equity Income fund with versions available in Europe and the UK, pending regulatory approvals.

clock 23 January 2009 •

Offshore Investment

Smith & Williamson plans Dublin office

Smith & Williamson plans to open a Dublin-based private client wealth management service this spring.

clock 23 January 2009 •

Investment

Close Ventures renamed Albion following MBO

Close Ventures managing director Patrick Reeve has conducted a management buyout of the Close Brothers venture capital trust business from its owners.

clock 23 January 2009 •

Your profession

FSA pension transfer roadshows spark more complaints

Pension providers have expressed their dismay the FSA hasn't invited them to join IFAs at its Pension Switching Roadshow.

clock 23 January 2009 •

Investment

Eq Life debacle proves independent advice 'crucial'

The Equitable Life fiasco reiterates the importance of impartial advice after customers following sales staff's recommendations are still not guaranteed their money back.

clock 23 January 2009 •

Your profession

Fined AWD revamps adviser bonuses

AWD Chase De Vere has overhauled its adviser bonus scheme after the firm was last month fined more than £1m by the FSA for pensions mis-selling.

clock 23 January 2009 •
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