Scottish Mortgage’s Ben James: Three headwinds turning into tailwinds for our portfolio
Why better times are coming for the trust
Author: Alex Sebastian
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PEOPLE MOVES: Quilter, Bentley Reid, Evelyn Partners, Fidelity International
Quilter has appointed Kirsty Anderson as a retirement and tax specialist
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Dynamic Planner rolls out app to help advisers with Consumer Duty and content
Available to financial planning firms in white labelled form
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Quilter assets climb to £106.7bn despite IFA outflows
Quilter also announced adviser school overhaul and rebrand
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Quilter’s WealthSelect MPS added to third-party platforms for first time
MPS added to the Parmenion, M&G and Morningstar
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PEOPLE MOVES: Personal Finance Society, Fidelity International, Titan AM, Sarasin & Partners
The PFS board has appointed Ben Wright as a director
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Private investors and wealth managers becoming keener on investment trusts again
216 investors quizzed for the annual UK Investment Trust Study.
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Advisers say digital wealth managers pushing them into retirement
Researchers working for Investec Wealth & Investment quizzed 100 IFAs and financial planners
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FCA planning to announce investigations and speed them up
Decisions would be taken on a case-by-case basis
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Quilter adds pair of firms to adviser network
Sports Media and Entertainment Wealth Management and Holroyd Wealth Management join
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Standard Life and Fidelity join forces on smoothed fund for advisers
‘Strategic partnership’ formed to create the new offering
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Wealth Club launches managed portfolio service
Managed by head of research, Jonathan Moyes