Press Release – 25.10.2013

October 25th, 2013, by Phil

Dewhurst Torevell, the growing Independent Wealth Management company, has made a number of new appointments. Finance director Martyn Torevell becomes joint managing director with Phillip Dewhurst, while Phil Shaw joins the main board from the position of assistant director. Senior… Read More…

Breaking News – Neil Woodford to Leave Invesco Perpetual

October 15th, 2013, by Phil

It has just been announced that the manager of the Invesco Perpetual High Income and Invesco Perpetual Income funds, Neil Woodford, will be leaving the fund manager to start his own firm in April 2014. In the meantime, he will… Read More…

Economic Commentary – October 2013

October 10th, 2013, by Phil

At any one time there are always a number of factors pulling investment markets in different directions. For some time we have had the negativity arising from slow world growth in general, with a particular emphasis on concerns with China… Read More…

Understanding fund charges post-RDR

October 8th, 2013, by Phil

Following the introduction of the Retail Distribution Review (RDR) we have seen a number of terms used to describe fund costs and charges. As fund costs represent an important element of the cost of managing a portfolio it is important… Read More…

The Costs of Final Salary Pension Schemes

October 3rd, 2013, by Phil

We have long argued that operating a final salary pension scheme exposes employers to potentially significant costs and liabilities that are driven by factors outside their control. The current actuarial obsession with liability driven investment means that pension fund investments… Read More…