Up arrow

Client satisfaction on the increase at Arbuthnot Latham

Satisfaction among clients of Arbuthnot Latham & Co is on the increase, according to the results of the bank and wealth manager’s annual client satisfaction survey. »


Aviva to sell stake in Spanish joint venture CxG Aviva for EUR287 million

Aviva is to sell its holding in its joint venture CxG Aviva to Novacaixagalicia Banco (NCG Banco) for EUR287 million (GBP226 million) in cash. »

Up arrow

Wellian Investment Solutions sees 100 per cent corporate growth since Q1 2014

Kent-based discretionary fund manager Wellian Investment Solutions has seen 100 per cent corporate growth since Q1 this year. »


BMAM appoints business development manager

Brooks Macdonald Asset Management (BMAM) has appointed Keith Scott as business development manager. »


Use of property to fund retirement reaches record high

One in 14 (seven per cent) non-retired people – the equivalent of around 2.5 million individuals – admit they are planning on selling their primary residence to fund their retirement, according to research by Baring Asset Management. »


Skandia International enhances adviser charging options on offshore bonds

Skandia International has enhanced the adviser charging options available on its range of offshore bonds, with the advice fee no longer needing to be deducted from the annual five per cent tax-free withdrawal allowance. »

House and money

Circle Squared and Hampshire offer direct real estate investment strategies to HNWIs

Alternative investments specialist Circle Squared Alternative Investments has formed a strategic partnership with private equity real estate firm The Hampshire Companies. »

Up arrow

Long-term MFs and ETFs attracted USD32.6bn new flows in August, says Morningstar

Long-term mutual funds and exchange-traded funds (ETFs) attracted USD32.6 billion of new investor cash in August driven by strong flows to international-stock funds and demand for fixed income, according to figures released by Morningstar. »

Gold bars

New FCA rule provides golden pension opportunity

UK investors wanting to include gold bullion in their UK Self-invested Personal Pension (SIPP) will receive better protection following a Financial Conduct Authority ruling which has included gold on the standard assets list. »

Jigsaw pieces

JovFinancial Solutions proposes fund merger

JovFinancial Solutions, manager of Jov Canadian Equity Class, is proposing a merger of the fund with IA Clarington Canadian Growth Class.  »

Upcoming training

Mon, 29/09/2014 (All day) - London
Thu, 02/10/2014 (All day) - London