News & views from MRM and our clients

Nucleus’ Kirsty Lynagh scoops top HR award

Kirsty Lynagh, chief people officer at Edinburgh-based wrap platform, Nucleus, has been named HR director of the year at the prestigious Hr Network National Awards. Launched in 2007 and recognised as the largest and most respected event of its kind in Scotland, the...

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Nucleus signs up to the Women in Finance Charter

Nucleus, the adviser built wrap platform, has signed up to the Women in Finance Charter, an initiative from HM Treasury to build a more balanced and fair financial services industry. The charter sets out three principles to improve gender balance across all levels of...

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Two minutes with Paul Beadle

Please tell us a bit about yourself. I’m so old I remember a time before Channel 4, so I’ve been in financial services for over 25 years, both as a journalist and as communications consultant. I live in Chipping Norton, near David Cameron and Jeremy Clarkson, and have...

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P-Solve: Automated de-risking misses the point

Having a set of automated trigger points feels like a sensible governance solution – whether in an investment advisory or fiduciary context. As a result, the scheme automatically divests from growth assets to add to matching assets (therefore increasing the level of...

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Legg Mason 2018 Investment Outlook

Emerging market debt and equity, equities in China, infrastructure in India and stocks in the U.S. could all be areas for investors to focus on in 2018, according to Legg Mason Global Asset Management and its affiliates. While many of the above assets – in particular,...

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Thesis launches AIM portfolio service

Thesis Asset Management has launched a new portfolio service investing in the Alternative Investment Market (AIM) to help clients with inheritance tax (IHT) planning. The new portfolio adds to the company’s extensive offer of active and passive model portfolios that...

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Thesis hits the acquisition trail with first purchase

Thesis Asset Management has launched an acquisition strategy and has started with the purchase of Cambridge Fund Managers (CFM), a Bath-based discretionary investment manager with around £30m in funds under management. Expected to complete on 31st December 2017, the...

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Don’t get ‘Amazoned’ warns Kames Capital

In the age of disruptors like Amazon and Uber the choice between companies in which to invest and those to avoid has never been so important according to Kames Capital’s Craig Bonthron. Bonthron, the co-manager of the Kames Global Sustainable Equity Fund, says Amazon...

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WisdomTree’s Jesper Koll: The coming BoJ pivot to banks

In coming months, Japan’s monetary policy is likely to move back to center stage. This is not just because Prime Minister Abe will have to make a decision on the next Governor, but, more importantly, because the case for a change in the operational targets of the...

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Nucleus picks up prestigious Scottish Financial Services Award

Nucleus, the adviser built wrap platform, has won the Scottish Financial Services Award 2017 for leading the way in securing Scotland’s future standing as a centre of excellence in platform development and asset servicing. The judges particularly highlighted Nucleus’...

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