Investments
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AIM Events Aimed at Advisers
A series of events aimed at educating advisers about the Alternative Investment Market is being organised by LGBR Capital. Under the title…
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Advisers Can Now Access Positive Impact Portfolios on Alliance Trust Savings Platform
Advisers will now be able to access the specialist Positive Impact Portfolios on the Alliance Trust Savings platform. They also remain available…
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Diversification and Multi-Asset Products Antidotes to Brexit Say IFAs
Most advisers in a recent survey (taken before the EU Referendum) said that they viewed Brexit as the biggest global macro-economic challenge…
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Cofunds and IPS Sold To Aegon for £140m
Aegon is to pay Legal & General £140m for Cofunds and the Investor Portfolio Service (“IPS”) platform. The deal is expected to…
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Alliance Trust Savings Profits From First Half
UK investment and savings platform Alliance Trust Savings has returned a profit of £0.4m for the first six months of 2016, compared…
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Interest Rate Decision – More industry comment
Andrew Wilson, Head of Investments at Towry: “Cutting from 50bps to 25bps will be unlikely to make much of a difference to…
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Harvard Acquired by Ascot Lloyd
Dorset-based Harvard Financial Management has been acquired by Ascot Lloyd, the national IFA firm which specialises in financial planning, wealth management and…
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David Cowell: Investment Overview etc
Each quarter I pen a newsletter to clients entitled Investment Overview and the July edition is now being sent. You may wish to…
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Record Fund Flows for SJP
St James Place has notched up record fund flows for the six months to 30 June, 2016. At the halfway stage, Group…
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Mattioli Woods Sponsors Leicester Tigers
Mattioli Woods has signed a sponsorship deal with rugby team Leicester Tigers, the first of its kind that the firm has struck…

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