PEOPLE MOVES: FCA, Quilter Cheviot, Aviva Investors, Allianz GI
Regulator appoints CEO for a second term
Author: Alex Sebastian
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Majority of advisers interested in specialist IHT support
Only half (52%) believe their firm is ‘very experienced’ in IHT planning
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Markets on a knife-edge as tariff headlines prompt wild swings and Treasury yields jump
Speculation mounting that Federal Reserve chair Jerome Powell will be compelled to take some action
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Nine in 10 advisers involve clients’ family in ‘great wealth transfer’ planning
Research by Quilter Cheviot and the Lang Cat
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Quilter Cheviot names new head of proposition
Formerly of HSBC Private Bank
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VCTs see third best fundraising year on record
Figures complied by Association of Investment Companies
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Markets bounce on Trump trade deal hopes
Optimism stems from indications countries have approached the US government in search of a deal
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Oxford Risk launches ‘Investor Personas’ client behaviour tool
Designed for integration into existing platforms
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PEOPLE MOVES: St James’s Place, Quilter, Newton IM, Ortec Finance, M&G, Morningstar
Former Schroders head of UK moves to SJP
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‘Worst case scenario’ Trump tariffs a hammer blow to Asian equities
China, Japan, India, Vietnam facing highest tariffs
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IFA M&A boom expected to continue
Underpinned by regulatory pressures and retirements
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One in three wealth managers have cut US exposure
The ARC Market Sentiment Survey polled 78 investment management CIOs