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Odd moves
Portfolio manager Alex Odd has joined chartered financial planning firm Fairstone Group. He will take on joint ownership of the group’s portfolio…
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Wealth managers warned
Wealth managers are being warned that they must adapt to keep customers. The stark warning comes after an annual survey by Compeer which…
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SydnicateRoom launches new fund
Cambridge based SyndicateRoom has launched the Growth Fund, an EIS fund designed to invest in the best-performing businesses that make up…
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First Finance Durham Fund incubator investment
The Finance Durham Fund, managed by Maven Capital Partners, has made its first incubator investment. The beneficiary of £40,000 is Moralbox, a technology start-up…
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Congratulations to the winners of the PFS 2017 Personal Finance Awards
On Wednesday, 21 November, the Personal Finance Society (PFS) held its 2017 Personal Finance Awards dinner, sponsored by NS&I, at the Camden…
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Better business – Brett Davidson on why saying no more often can improve your business success
The power of no In business, the temptation for us to say yes to every opportunity which comes our way can often…
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MiFID II: Compliance consultant Tony Catt explores what this new directive will mean for advisers
MiFID II – Major reforms or a big whoop? So what exactly is MiFID II and, more importantly for our purposes, what…
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History is bunk – Michael Wilson contrasts the chaos of the Trump administration with strong stockmarket performance
Henry Ford knew what he meant when he declared a new historical paradigm, says Michael Wilson. But could Donald Trump say the…
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Advisers publishing false credentials will be taken to court
The CISI is taking a hard line with those advisers who publish false credentials in online, paid-for listings. The response comes after…
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‘…seeking to return EIS/SEIS investments back to how they were originally envisaged…’
Andrew Aldridge, Head of Marketing at Deepbridge Capital, the tax-efficient investment manager, on the announcement by the Chancellor, Philip Hammond, regarding…
