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Monday, 23rd June, 2014
James Mahon has written an article on client suitability in CityWire’s Wealth Manager Magazine (19 June 2014). Coutts Bank was fined £6.3million by the regulator, the Financial Conduct Authority (FCA), in November 2011 over client suitability issues. In agreement with the FCA, Coutts is now conducting a review of the...
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Thursday, 19th June, 2014
We are delighted that our fund Church House UK Managed Growth has been nominated in the Active Managed category of the Investment Week Fund Manager of the Year Awards 2014, which will be taking place at the Royal Albert Hall in mid-July. Church House UK Managed Growth is a core...
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Friday, 30th May, 2014
Church House host Charity Trustees Seminar with Tim O’Brien of Optimum Support Trustees from various prominent local charities met at York House, Church House Investment Management’s Dorset offices, for a specialist seminar laid on for Charity Trustees. Guest speaker, Tim O’Brien from Optimum Support, discussed best practice in the face...
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Thursday, 22nd May, 2014
Church House sponsored and supported the Weldmar Hospicecare Quiz Night in Sherborne earlier this month at which eleven teams found from local professional firms such as Dyne Drewett (solicitors), Pardoes (solicitors), 20|20 Business Insight (project managers), Battens (solicitors), AFB (accountants), Gilyard Scarth (estate agents), slogged it out in a closely-fought...
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Wednesday, 21st May, 2014
James Mahon, CIO, was featured in the Business Section of this week’s Western Gazette in which he discusses the outlook for the economies in US, Europe and China, the interest rate environment and recent IPO activity in the UK stockmarket.