Advisers eyeing rising Business Relief demand as IHT squeeze nears
Research carried out on behalf of asset manager Downing
Author: Alex Sebastian
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Evelyn Partners makes triple hire in northern England
Appointments made across Leeds and Newcastle offices
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PEOPLE MOVES: Lazard, Neuberger Berman, Tyndall IM, WisdomTree, Rathbones
Former Schroders CEO joins board
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AJ Bell: Key events for advisers watch out for this month
The investment platform picked out three dates
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ARC: Sector diversification beats geographic in the age of the magnificent seven
Equity market performance of countries has become much more correlated
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Evelyn Partners to put on MPS roadshow for advisers
Seven stops spread around the country taking place in May and June this year
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Collidr rolls out ‘AI-driven’ MPS range for advisers
Options include Strategic Index, Enhanced Index, Hybrid, Active, Income, Responsible and Decumulation
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Neuberger Berman names multi-asset strategies head
Formerly global head of multi-asset at BNP Paribas Asset Management
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Allfunds platform assets climb 13% to hit £1.3trn
Achieved via a combination of existing and new client flows
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SJP aiming to ‘improve perception’ and become more attractive to advisers
Chief executive Mark FitzPatrick made the comments alongside its final results
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PEOPLE MOVES: Schroders, 7IM, IIMI
The firm has appointed Oliver Gregson
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Dynamic Planner adds Aubrey Citadel Fund
Part of a £65m strategy managed by Jon Gumpel