BlackRock’s Lyttleton to take three-month break

by Daniel Grote on May 25, 2012 at 11:20

BlackRock’s Mark Lyttleton is to take an extended three-month break over the summer to resolve family issues, according to New Model Adviser® sister publication Wealth Manager.

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FSA enlists paraplanners in fight against poor investment advice

by William Robins on May 25, 2012 at 07:54

The Financial Services Authority has called on paraplanners to challenge advisers where centralised investment propositions (CIPs) are employed that are not suitable for clients.

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Outsourcing Investment: Why Define Financial Planning uses Brewin Dolphin

by Neal Underwood on May 24, 2012 at 14:19

Simon Wood-Woolley, director of Define Financial Planning, chose DFM Brewin Dolphin for its scale and resources, flexibility and strong relationships.

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Threadneedle gov't bond boss Fitzsimmons exits

by Emma Dunkley on May 24, 2012 at 11:06

Quentin Fitzsimmons, head of government bonds and foreign exchange at Threadneedle, is leaving the firm after nearly nine years to take a career break.

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Fund of the Week: Montanaro European Smaller Companies Trust

by Jonathan Miller on May 24, 2012 at 10:48

This trust might be of interest to contrarian investors hunting for bargains amid continental Europe's bombed-out equity markets.

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Smart Beta: Blackstone's Burgess dumps ETFs for trackers

by Jennifer Hill on May 24, 2012 at 10:25

Craig Burgess of Blackstone Wealth Management finds the exclusive use of passives enables him to reduce complexity and make savings for clients.

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Henderson's Lanning bearish on Asia but spies value in utilities

by Rachael Revesz on May 23, 2012 at 15:14

Doubts about the sustainability of Asian growth have persuaded Tony Lanning, lead manager of the £140 million Henderson Multi-Manager Absolute Return fund, to seek value elsewhere.

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FSA warns over advisers failing to consider cost of fund switches

by Michelle Abrego on May 23, 2012 at 12:41

The Financial Services Authority is to clamp down on advisers who fail to compare costs when transferring client assets.

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Advisers warn RDR could distort structured products market

by Tim Cooper on May 23, 2012 at 12:27

Not classifying them as investments, the regulator is excluding structured deposits from the RDR. However, Mifid proposals under discussion mean they might ultimately be covered.

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Cazenove to enhance reporting across multi-manager range

by Emma Dunkley on May 22, 2012 at 16:01

The asset management firm plans to unveil enhanced reporting across its multi-manager range to provide advisers with the same high level of service offered in its discretionary unit. 

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