St James’s Place tops Bestinvest ‘Spot the Dog’ report for underperforming AuM
Largest underperforming fund was Baillie Gifford Global Discovery
Author: Christian Mayes
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FCA tightens online financial promotions guidance
Increasing scrutiny of financial influencers on social media
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Half of Europe’s asset managers yet to achieve 40% female representation on boards
Though boardrooms have ‘visibly evolved’, according to EY Investors Boardroom Monitor
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Waverton Sterling Bond most viewed among advisers
While inflation protection searches ‘barely register’, acccording to Square Mile’s Market Intelligence report for Q2
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Caledonia to kick-start 7IM sale process – reports
Rumoured to have given prospective buyers until the end of July to table offers
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Close Brothers reportedly eyes sale of wealth management arm
Firm refused to comment
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Liontrust shareholders approve GAM acquisition
Backed by 84% of votes at a general meeting held on 7 July
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Raymond James opens Newcastle branch
Wealth firm hires Brewin Dolphin trio to run the operation
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Raymond James unveils wealth hub in Fulham
Company has hired two ex-Killik & Co investment managers to run the operation
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M&G Wealth rolls out PruFund range on platform
Full suite of offerings are now available to advisers
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FCA issues fresh warning over impending Consumer Duty deadline
Requirements will come into effect on 31 July
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Schroders cuts multi-asset fees
Global Multi-Asset range will have a maximum cap of 0.22%