Archive for the 'General News' Category

Investment Management Exam Success

Date Added: Tuesday, April 8th, 2008

Mark Woods has received confirmation from the CFA Society of the UK that he has passed his Investment Management exams with the UK Society of Investment Professionals (UKSIP).
 
This milestone has been reached on schedule as a part of our firm’s commitment to continuing professional development of personnel and enables the firm to apply for authorisation […]

2008/09 PEP and ISA Changes

Date Added: Monday, April 7th, 2008

 

HM Revenue & Customs’ changes to Individual Savings Accounts (ISAs) and Personal Equity Plans (PEPs).
The changes, which came into effect from 6 April 2008, are as follows:
• ISA savers are now able to invest in two separate ISAs each tax year; a Cash ISA and a Stocks and Shares ISA. These do not have to be […]

The ‘Credit Crunch’ - Opportunity from Mayhem

Date Added: Tuesday, March 11th, 2008

You can hardly escape the ‘credit crunch’ on the news at the moment, but why is it causing us problems here in the UK when the issue commenced with the ’sub-prime’ mortgage market in the US?
During the second quarter of 2007, it became apparent that financial institutions around the globe were embroiled largely unwittingly with […]

Global Stock Market Volatility

Date Added: Wednesday, January 23rd, 2008

Global Stock Markets have remainied highly volatile this week following renewed concerns over the US slow down and the global credit squeeze.
Our view is that the stock market will remain volatile for the foreseeable future and the sudden dips and spikes will offer buying and selling opportunities for fund managers to enhance performance over the […]