News

31 May 2018
Managed Portfolio Service now available on Zurich platform

Managed Portfolio Service now available on Zurich platform

We’re pleased to announce that our Managed Portfolio Service (MPS) is now available on the Zurich Intermediary Platform.   Launched in 2014, and now approaching £100m, the five risk-targeted investment models – Cautious, Steady, Moderate, Progressive and Adventurous – are also available on Standard Life, Nucleus and Novia adviser platforms.   Matt Strachan, our Chief Investment Officer,…

Continue Reading
6 Oct 2017
Growing up with AIM

Growing up with AIM

What is AIM? An important part of our service to private clients is to reduce any potential Inheritance Tax (IHT) liability. Adding shares that qualify for Business Property Relief (BPR), quoted on the AIM (Alternative Investment Market) to existing discretionary portfolios is a valued part of our service. There is no definitive list of AIM…

Continue Reading
5 Sep 2017
The AIM of Research

The AIM of Research

Ciaran Garvey, Investment Manager at Thorntons Investments, explains why investment research is vital. Investment research is vital for two reasons. From an investor’s perspective, it’s about finding the ‘winners’: companies that will provide strong business and investment returns in the years ahead. For companies, research is the conduit that attracts new capital to fund business…

Continue Reading

AJ Bell:

Account Login