Coupland Cardiff rebrands to Chikara Investments
Following retirement of founders Richard Cardiff and Angus Coupland last year
Following retirement of founders Richard Cardiff and Angus Coupland last year
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Director of marketing and distribution James Budden speaks to Portfolio Adviser following Assessment of Value report
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Charge for fund and investment trust trades dropped to £3.99
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Trust has proposed no longer investing solely in social housing
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Shareholders have until 4 August to weigh up the proposed takeover
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Key events for UK wealth managers for the week starting 31 July
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Further details of the compensation scheme expected to be announced in September
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Cash had fallen below FCA capital requirements before £5m was raised through rapid sale of ordinary shares
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Group FUM hit a record £157.5bn over six months
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AUM up 2% despite modest net inflows and ‘muted’ retail investor appetite
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L&G Artificial Intelligence fund returned 36.25% over the first six months of the year
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CIO Tom Carroll will succeed him at the end of the year
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