Three quarters of advisers say client requests driving investment decisions
Just over half (52%) said they switch investments because of performance
Author: Alex Sebastian
-
-
PEOPLE MOVES: LGT, Jupiter, MSCI, ARC, Lombard Odier
Phoebe Stone becomes chief sustainability officer
-
British Smaller Companies VCTs launch £75m fundraise
Managed by YFM Equity Partners
-
Three quarters of advisers want CGT support from platforms as Budget looms
91% of advisers said that CGT is now of greater concern
-
Aegon calls on chancellor to scrap ‘damaging pension cash grab’
The company has published some recommended ‘pension tax principles’
-
Evelyn Partners adds £200m of assets ‘despite Budget uncertainty’
Total asset up 12.8% versus the £55.6bn logged on 30 September 2023
-
AJ Bell: 99% of advisers have clients worried about Budget changes including CGT raise
The platform is calling on the government to commit to a ‘Pensions Tax Lock’
-
Pensions minister says MoneyHelper dashboard to be available before commercial options
Pension schemes must connect to the dashboard ecosystem by October 2026
-
Söderberg & Partners says UK advice market a ‘top strategic priority’ as it takes stakes in more firms
‘Numerous attractive businesses’
-
PEOPLE MOVES: Royal London, Nedgroup, Legal & General, AXA IM
Ian McLeod joins from M&G Wealth
-
HSBC tops Defaqto’s 10 most recommended multi-asset funds list
The top 10 features the same funds as in Q2 but in a different order
-
Schroders: Global equities and private equity favoured despite election-heavy year
Global investors are looking through the ‘short-term noise’