UK: INVESTMENT MANAGERS MERGE TO BECOME GERRARD
Article Abstract:
Old Mutual-owned companies, Greig Middleton and Capel Cure Sharp, have merged to form Gerrard, one of the largest investment firms for private clients. The new company now manages funds of GBu 21bn and aims to be the top investment manager for wealthy private clients in the UK, with plans to include sponsorship of the Gerrard name at top sporting events. The company aims to build on its 20% share of the stockbroking market and to expand its unit trusts and its provision of financial advice. Despite some staff moves and office mergers Gerrard will maintain regional offices across the country to offer a more personal service.
Publication Name: Financial Adviser
Subject: Business, international
ISSN: 0953-5276
Year: 2000
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UK: AAM TECHNOLOGY FUND WINS ISA INVESTMENT LEAGUE
Article Abstract:
Inter-Alliance, a UK fund supermarket, reports that more money was invested in Aberdeen Asset Management's technology fund than any other Isa fund during 2000. Inter-Alliance examined its database of Isa sales from March 2000 to February 2001 to determine the five most successful funds in terms of total amount invested. Given that the technology sector has been experiencing some difficulties, it was surprised to find a technology fund in the top position. Head of UK and European sales at AAM, Jonathan Polin, claims that the fund's success was not unexpected but it proves that investors are looking to the future.
Publication Name: Financial Adviser
Subject: Business, international
ISSN: 0953-5276
Year: 2001
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UK: INVESTMENT FIRMS FALL DOWN ON CUSTOMER SERVICE
Article Abstract:
Research by Deloitte & Touche has revealed that contacting investment companies by post is the quickest and most effective way to make an application, while e-mail was ranked as the least effective. Although fund management companies rank e-commerce as a priority, along with revenue and performance, fund managers have yet to incorporate e-commerce into the sales chain.
Publication Name: Financial Adviser
Subject: Business, international
ISSN: 0953-5276
Year: 2000
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