Brooks Macdonald snaps-up financial planner LIFT
LIFT is headquartered in Greater Manchester, with offices in London and Edinburgh
Author: Alex Sebastian
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PEOPLE MOVES: TIME Investments, Jupiter AM, ECP AM, Robeco
TIME hires from Octopus
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Quilter Academy partners with sport professional specialists
Aiming to bring more former sport pros into the advice industry
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Government’s ‘AIM-pocalypse’ would go far beyond inheritances – Wealth Club
Removing IHT relief from AIM likely to result in significant volatility
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Four in five advisers say clients are trading stocks more
A quarter of those quizzed (27%) said they expect a ‘dramatic increase’ in trading
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Saxo Bank launches UK investment platform
Zero commission on 100 US stocks between 1 October and 31 December
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Property increasingly targeted by advisers seeking diversification
Two thirds (67%) using UK direct property funds and 30% allocating to listed funds
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PEOPLE MOVES: 7IM, EQ Investors, Legal & General, HSBC AM, M&G
Double hire at 7IM
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Puma VCT 13 seeks up to £70m of fresh cash
The VCT has total net assets of £118.6m and a portfolio of 20 companies
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Invesco teams-up with Just Group to roll out retirement product
Risk-rated by Dynamic Planner and available to advisers via the 7IM platform
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Robeco launches flexible multi-asset strategy
The strategy has an ‘outcome-focused approach’ targeting cash plus 4%
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Octopus AIM VCTs launch £30m fundraise
The VCTs already have total net assets of £200m