Reeves leaves door open to IHT hike with business relief under threat
Labour has been ‘fairly quiet’ on inheritance tax
Author: Alex Sebastian
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PEOPLE MOVES: Brooks Macdonald, 7IM, Binary Capital, Allianz GI, SVM, Capital Group
Brooks Macdonald adds head of adviser solutions
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Square Mile reveals income targeting strategies are back on top
Income-related fund research had been in decline
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7IM adds quantitative strategist to investment team
He will focus on enhancing 7IM’s quantitative approaches to tactical asset allocation
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Titan Wealth continues on acquisition trail with AHR deal
AHR will be rebranded as Titan Wealth International
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Wisdomtree’s Pierre Debru: Are magnificent seven gains finally about to rotate?
A few catalysts may be aligning
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Rathbones’ David Coombs weighs in on a second Trump presidency
Coombs outlined the challenges and the assets that could do well
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Brooks Macdonald hires former Rathbones man as head of adviser solutions
He will lead the firm’s outsourced investment management offering for IFAs
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Clients ‘very concerned’ about their adviser retiring soon
Many advisers are expected to retire over the coming five years
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PEOPLE MOVES: Sparrows Capital, L&G, Nuveen, Liontrust, GQG, Callanish Capital, Wealth Club
Sparrows makes hire from 7IM
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Two thirds of advisers say they need to improve asset class forecasting
Eight in 10 expect their company to invest more in performance forecasting
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More than half of advisers upping their AI spend
AI used to enhance internal processes rather than for client services