What a performance

Article Abstract:

Assessing the performance of portfolio managers may be difficult, and one aid is the Cantrade Calculator. This provides a free service with over 3,000 subscribers. Investors can assess performance taking inflation and cash deposit returns into account, in addition to a benchmark provided by the calculator. The WM Co also provides data on performance and is seeking to expand the number of portfolio managers involved. Capel-Cure Myers Capital Management is another UK company measuring performance.

Author: Spurdon, Stephen
Publisher: FT Business
Publication Name: Investors Chronicle
Subject: Business
ISSN: 0261-3115
Year: 1995

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A bit of this, a bit of that

Article Abstract:

Private client providers can assess clients' pensions needs along with their other portfolio requirements, though they tend not to provide pensions products apartment from Self-Invested Personal Pensions (Sipps). A number of brokers and banks dealing with private clients offer Sipps, which are potentially unbindled so may be especially appropriate for private clients. Sipps may in practice offer less flexibility than they are able to, especially Sipps from life insurers.

Author: Spurdon, Stephen
Publisher: FT Business
Publication Name: Investors Chronicle
Subject: Business
ISSN: 0261-3115
Year: 1998
Life Insurance, Direct Life Insurance Carriers, Pension, health, and welfare funds, Pension Funds & Benefit Plans, Pension Funds, Pensions

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Solicitors find fertile new ground

Article Abstract:

UK lawyers involved in financial services are required to be recognized practitioners from Nov 1995. The UK Law Society provides such a certificate. This reflects the experience of the lawyer concerned. Lawyers can offer help in particular areas such as setting up family trusts, and dealing with Wills. Costs may be lower, and lawyers may handle smaller sums than some investment managers. Private clients have transferred work from banks to law firms .

Author: Spurdon, Stephen
Publisher: FT Business
Publication Name: Investors Chronicle
Subject: Business
ISSN: 0261-3115
Year: 1995
Legal services, Offices of Lawyers, Law firms

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Subjects list: United Kingdom, Portfolio management
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