FCA says most advisers delivering but some still need to ‘put things right’
The regulator has looked at data from 22 of the largest firms
Author: Alex Sebastian
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PEOPLE MOVES: Evelyn Partners, P1 Investment Services, Quilter Cheviot, Nomura AM
The Jersey-based subsidiary of the wealth manager has made several hires
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Morningstar: Political clarity could lift German equities
The upcoming election in Europe’s largest economy may provide a tailwind
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Mirabaud: Are gold miners a better buy than gold itself?
John Plassard, senior investment specialist at Mirabaud Group, shares some thoughts
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Evelyn Partners makes raft of hires in Jersey and moves office
Relocation ties in with decision to sell its professional services division
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Bank of America: Cash allocations at 15-year lows
The bank said this reflects the fact investors remain bullish despite tariff concerns
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One in three UK investors increasing exposure to foreign equities
Research from ETP provider GraniteShares
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PEOPLE MOVES: Beechtree Capital, Guinness Global Investors, JPMorgan American Investment Trust, Ruffer
Rob Burdett has agreed to chair a newly-formed advisory committee
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Schroders’ Benchmark Capital snaps-up Huddersfield-based advice firm
Directly authorised firm of four advisers with £200m of client assets
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Lumin Wealth acquires Professional Financial Centre
The deal will add over £50m of assets under management
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Evelyn Partners books £600m net inflow as record £2.6bn comes in
Assets under management closed the year at an all-time high of £63bn
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Dynamic Planner launches AI-based ‘5 second’ client reports
An ‘early adopter programme’ was rolled out today, 12 February