Multi Media | 30 Mar 15
How far death benefit changes will shake up estate planning and the new UK pension choices
David Lane, technical director of Vestra Wealth.
FPI Van Der Wielen to leave
Friends Provident International’s executive chairman John Van Der Wielen is to leave the group, as shareholders yesterday backed Aviva’s takeover deal of Friends Life.
Some like it hot Asset allocator with
Birmingham-based family business Margetts Fund Management was one of the pioneers of risk-rated funds back in the 1990s. This came about after Toby Ricketts father, Tim, had left his job in the 1980s with Equitable Life to set up an IFA joint venture with a stockbroking firm, and in 1992 found the need to put together a portfolio of collective investments that included both overseas and UK exposure.
Pulling power Fund distributor with Mirabaud
Bertrand Bricheux, head of Mirabaud Asset Managements fund marketing, explains how his growing team is giving the group a major foothold within the global asset management industry.
Ripe for the picking platform view
There is a prime opportunity for UK technology-enabled platforms to lead the charge in offshore markets, says Bill Vasillief, chief executive of Novia Financial and Novia Global.