PEOPLE MOVES: Quilter Cheviot, the FCA, Allfunds, the IA, Jupiter
Wealth manager makes CEO appointment
In the second of our series of insights from financial advisers across the world, James Pearcy-Caldwell, co-founder of financial planning firm Aisa, sets out three initiatives he is taking to build the business along best practice lines.
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Wealth manager makes CEO appointment
Almost half (47%) of wealth holders have now inherited directly from their grandparents
Managers have reshuffled their corporate bond exposure after turbulence has impacted their creditworthiness, writes Darius McDermott
Trump’s tariffs and Reeves’ tax changes poured cold water on economic activity, and could continue to ‘weigh on growth for months to come’
Fiscal rules under threat
New role created at the regulator