Tag Archives: nucleus
Turbulent times for overgrown SIPPs
It has been a turbulent two or three days for the UK wealth management market. On Friday, Nucleus made its move on Curtis Banks, the latter’s management appears to be leaving en masse, the much loved Dunstan Thomas appears to … Continue reading
The true cost of investing
Paul Lewis has had a summer holiday sitting in his tent reading spreadsheets. I spent the past 24 hours listening to people within the investment industry, either boasting that they were enabling as much as 3% pa of a client’s … Continue reading
“Strap me in and platform me up”
One of the great financial mysteries of Britain today is the success of fund platforms. Last night, light was shed on their murky secrets by a high priest of their dark arts at a talk I attended in a … Continue reading
I’ve just worked out why wrap rhymes with crap
I had an interesting meeting yesterday with a fellow who has accumulated over £4bn on an investment platform within a few years. The money comes from high net worth individuals who invest in funds. The service he provides allows IFAs to … Continue reading
Posted in auto-enrolment, corporate governance, dc pensions, de-risking, defined aspiration, FSA, pensions
Tagged ascentric, nucleus, Standard Life, value, wrap .corporate wrap
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