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Investments

Outsourcing: Paul Darley of Mitten Clarke Wealth

Paul Darley has his reservations about DFMs, and in particular their charges, and so settled on using Morningstar due to its array of fund options and all-inclusive service

Investment trust raises £8m as it launches pension strategy

The company is also launching an alternative investment platform along with the British Strategic Investment Fund.

HSBC drags down FTSE as profits plunge

Bank tumbles to bottom of FTSE 100 after reporting 62% drop in profits, hurt by private banking restructuring.

OMGI: FCA does not need to intervene in asset management market

Old Mutual Global Investors reveals its five recommendations to the watchdog's competition study.

Brewin Dolphin wins battle for NHS charity mandate

The firm has been appointed investment manager for the Velindre NHS Charitable Trust fund after a ‘competitive tendering process'.

RBS tops FTSE as Williams & Glyn sale shelved

RBS jumps to top of FTSE 100, offsetting Unilever's slide, as investors welcome plans to shelve sale of Williams & Glyn branches.

Vanguard calls for 'health warnings' on pricey funds

Vanguard calls for fee warning to be given the same weight as past performance in ‘radically simpler’ communications makeover

Unilever surges on Kraft Heinz's $143bn takeover bid

Shares in consumer staples giant soar after Kraft Heinz mounts sensational $143 billion takeover bid.

Investment Trust Watch: Terry Smith looking 'cheap'

Star fund manager Terry Smith's emerging markets investment trust has lagged rivals, leaving the shares looking 'cheap'.

Outsourcing: Steve Perera of Britannic Place

Despite his reservations about DFM charges, Steve Perera uses Parmenion purely for its passive models, which represent good value for clients with small portfolios

Video pick
A wizard idea: Michael Gambon voices Aberdeen's bond movies

A wizard idea: Michael Gambon voices Aberdeen's bond movies

Actor Michael Gambon, best known recently for his role as the wizard headmaster Dumbledore, has lent his skills to a series of films by Aberdeen Asset Management, on fixed income.

Play Winning ways: Acumen Financial Planning

Winning ways: Acumen Financial Planning

David Gow and Keith Mackie from Acumen Financial Planning, which won the New Model Adviser® award for Scotland, explain how they work with clients.

NMA Profile
Adviser Profile: Russell Davidson of Davidson Asset Management

Adviser Profile: Russell Davidson of Davidson Asset Management

Russell Davidson has made Glasgow-based Davidson Asset Management (DAM) a frontrunner in providing employer pension schemes to the hospitality sector