Premier Miton’s Williams: 2025 will be a lot more volatile
Williams noted 2024 has been ‘a relatively good year’ for investors
Author: Alex Sebastian
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Sarasin & Partners teams with MPA Financial Management on MPS
Five model portfolios across risk levels rolled out
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Schroders adviser survey finds big uptick in use of multi-asset funds
This is being driven by concerns over CGT
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PEOPLE MOVES: Evelyn Partners, Ascot Lloyd, GAM, Aviva, Gravis
The firm has appointed Matthew Spencer as head of intermediaries
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Moneyfarm acquires Willis Owen
Acquisition is the digital wealth manager’s third in the UK over the past three years
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Quilter Cheviot launches MPS proposal tool for advisers
Aiming to cut the time it takes to create reports for client
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NextWealth finds MPS assets jumped by a third in a year
Report also found costs have almost halved
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Evelyn Partners names former Close Brothers man as head of intermediaries
He joins with close to 40-years of experience in the wealth management industry
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PEOPLE MOVES: Evelyn Partners, Abrdn, Artemis, HSBC, Liontrust
Kate Morrissey joins as head of asset allocation
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Close to all advisers forced to apologise for poor platform service
Parmenion’s 2024 ‘The Impact of Poor Platform Service’, reveals worsening service
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FCA lays out proposed changes to enforcement process
Four significant changes have been made to the FCA’s plans in response to feedback
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Invesco eyes ‘opportunities for positive change’ in UK pensions
Firm partnered with NMG Consulting to conduct an extensive retirement study