Small charities stock up

Article Abstract:

United Kingdom charities with assets under 100,000 pounds sterling are increasing their holdings devoted to stocks, though this was only 26% in 1996, while large charities have 64% of income in equities. Charities may not be familiar with the stock market. They can use a Common Investment Fund which is especially geared to charities. Timing is important, and charities should beware of having to sell at a time when markets may be down. Unit trusts are also used by charities, especially smaller charities.

SOCIAL SERVICES, Private Social Services, Social Assistance, Management, Charities

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Everybody's rolling out the red carpet

Article Abstract:

Private client services for UK investors have become more complex as different tasks are carried out by each group. Banks act as stockbrokers, while brokers may offer credit, for example. Accountants and lawyers are seen as a particular threat to those groups traditionally involved in private client services. Large companies in London, England, tend not to offer private portfolio management for smaller sums of under 100,000 pounds sterling.

Securities dealers

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Time to change your toothpaste?

Article Abstract:

The usage of portfolio management services in Britain, and trends in the sector are examined in detail.

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