News - Specialist

Adviser fined £16k for UCIS promotion failures

IFAonline | 21 Sep 2011 | 12:00

The Financial Services Authority (FSA) has fined an independent financial adviser £16,000 after his firm gave unsuitable advice on unregulated collective investment schemes (UCIS) and flouted rules related to who the schemes can be promoted to.

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Intrinsic links with Barclays for struc investments

Barclays Wealth has linked with Intrinsic Financial Services to become the firm’s preferred supplier of structured investments.

IFAonline | 05 Sep 2011 | 12:15
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ARM assets acquired by life settlement firm Insetco

The assets of troubled 'death bond' issuer ARM Asset Backed Securities (ARM), as well as Catalyst Investment Group, are set to be acquired by life settlement specialist Insetco.

IFAonline | 01 Sep 2011 | 07:55

Other News - Specialist articles

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FSA seeks IFAs' clients over 'unsuitable' UCIS advice

The FSA said it is trying to contact customers of a Leicester-based IFA as it believes they may have been mis-sold unregulated collective investment schemes (UCIS) and structured products.

IFAonline | 31 Aug 2011 | 18:30

IAM opens offices in Spain

International Asset Management Limited, one of the oldest fund of hedge funds managers in Europe, has opened a branch office in Spain to enhance the service it offers to clients in Iberia.

International Investment | 09 Feb 2010 | 14:34

Stonehage opens new business in Geneva

The Stonehage Group, which advises high net worth families, has launched Stonehage Investment Partners Geneva to complement its existing Stonehage Investment Partners (SIP) business in London.

International Investment | 09 Feb 2010 | 14:27
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PBR: Islamic finance boost

The Government has committed to create a level playing field on VAT for retail investors in Islamic finance products.

IFAonline | 09 Dec 2009 | 14:00
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Foundation launched to simplify charity donations

The founders of wealth managers Spencer-Churchill Miller Private are launching a grant-making foundation to make it easier for high net worth individuals to donate to charity.

IFAonline | 08 Sep 2009 | 14:30
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IMA to close UK Zeros sector

The IMA is to close the UK Zeros sector on 30 September and move the five funds into the Specialist category.

IFAonline | 28 Aug 2009 | 16:57
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Traded Policies fund bags UK distributor status

Boutique fund manager Managing Partners Limited (MPL) has secured UK distributor status for retail and institutional share classes of its Traded Policies fund.

IFAonline | 27 Aug 2009 | 11:16
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Report finds advisers still ignoring climate change investment opportunities

UK investors are still failing to grasp the significant investment opportunity offered by climate change, according to a report from Holden & Partners (H&P).

Professional Adviser | 28 Oct 2008 | 10:10
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Blackrock dominates absolute return and specialist sectors

A duo of BlackRock funds is dominating both the burgeoning IMA Absolute Return sector and the ailing IMA Specialist sector.

Professional Adviser | 15 Oct 2008 | 01:00
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Julius Baer opens luxury brands fund to UK investors

Julius Baer has launched its Luxury Brands fund into the UK.

Professional Adviser | 16 Sep 2008 | 13:40

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