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Waverton launches Funds on Standard Life Wrap

J O Hambro Investment Management has placed a selection of its Waverton funds on the Standard Life Wrap platform. Standard Life, which launched its Wrap platform in 2006 was named as "Platform of the Year" at the Logica UK Platform Awards 2009. Standard Life’s flexible wrap platform responds to the needs of financial advisers and […]

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Gatemore Capital Management to Provide “Dedicated Chief Investment Officer” Service to the DZ BANK AG London Branch Pension Plan

Gatemore Capital Management LLP announced today that it has been chosen to provide its “dedicated chief investment officer” service to the DZ BANK AG London Branch Pension Plan, a defined benefit pension scheme. Under this role, Gatemore will oversee the development and implementation of the Plan’s investment strategy, but with the trustees of the Plan […]

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Creative Benefit Solutions welcome relaxation of anti-forestalling rules

Creative Benefit Solutions, the specialist employee benefits consultancy claims that last week’s announcement of the relaxation of the anti-forestalling rules rectifies an important oversight made by HMRC when drafting the regulation. The rules were introduced in 2009 so that high earners can move between pension insurers then be forced to pay tax. The original rules […]

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NSAFS promotes personal money management training during Money Week

NSAFS help learners gain ‘cash control’ Independent education charity, the National Skills Academy Financial Services (NSAFS), is promoting financial literacy and money management skills during ‘Money Week’ at further education colleges (FE) across England. A series of fun, targeted events across 75 FE colleges will run during Money Week, which launches from 8 – 12 […]

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Jupiter appoints John Tevenan as Sales Director, Global Financial Institutions

Jupiter Asset Management is delighted to announce the appointment of John Tevenan as Sales Director, Global Financial Institutions. In this newly-created role, John will be responsible for helping develop relationships among global wealth management businesses and increase Jupiter’s share of this increasingly important sector. John, who joins Jupiter in May 2010, has more than 18 […]

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BNY Mellon Appointed as Depositary Bank by Carlsberg A/S

BNY Mellon, the global leader in asset management and securities servicing, has been appointed by Carlsberg A/S (Carlsberg) as depositary for its sponsored American depositary receipt (ADR) program. Carlsberg’s ADR program was previously unsponsored, serviced by multiple depositaries. Five Carlsberg ADRs represent one Carlsberg ordinary share. The ADRs trade on the over-the-counter (OTC) market in […]

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EIS funds offer end-of-tax-year opportunity for high-net worth investors

Longbow Capital LLP, the specialist venture investor urges investment advisers seeking end-of-tax-year planning strategies to consider the generous tax benefits and deferral reliefs offered by the Enterprise Investment Scheme (EIS). As one of the few remaining tax perks open to investors, EIS has been classed the “the last great tax break” because of the depth […]

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NSAFS poll shows saving is top financial priority for students

Students have identified saving as the financial priority they are most concerned about, according to a poll of further education (FE) students across England by the National Skills Academy for Financial Services (NSAFS). Over one quarter (28%) of students selected savings and 22% chose university fees as the two main areas of finance they wanted […]

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VAM Funds (Lux) range gains FSA approval to market in the UK

VAM Funds, the specialist investment boutique, has gained FSA approval, under UCITS III regulation, to market its Luxembourg-domiciled VAM Funds (Lux) range in the UK. The development will assist the company’s expansion in the UK retail market. Eight funds have gained approval from the FSA. They include: VAM US Micro Cap Growth Fund; VAM US […]

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Shadow Minister John Penrose highlights a need for higher skills in Britain’s economy at a NSAFS conference in the South West of England

To help employers in the region meet the needs of the evolving regulatory climate and changing political and economic landscape, the National Skills Academy for Financial Services (NSAFS) hosted a conference for South West financial services employers titled “Recession, recovery and regulation”. Keynote speaker John Penrose MP, Shadow Minister for Business, Enterprise, and Regulatory Reform […]

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