Evelyn Partners grows operating profit while net flows slow
It gained £300m in new money during the first quarter, down from £700m at the start of 2023
Author: Hannah Williford
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Square Mile admits eight to Academy of Funds, drops two
Mercantile Investment Trust amid new class of funds to be awarded ratings
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Alex Funk to join PortfolioMetrix as head of investments in UK
Funk to depart Schroders Investment Solutions after three years
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Titan Wealth acquires boutique manager Wigmore
Wigmore Associates Wealth Management acquisition brings Titan Wealth’s AUM to £17.4bn
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IA: UK investors dip into market in March after two months of outflows
US equities experience £1.5bn in inflows for first three months of 2024
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FE Fundinfo: Gold and commodities top the charts for April
Nine of the 10 best performing funds specialised in gold or commodities
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FCA enforcement investigation proposal is ‘radical departure’ from norm, warns AIMA
In response to FCA’s proposal to release enforcement investigation information before a decision is made
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Financial services sector leaders warn against FCA’s proposal to publicise enforcement investigations
Investment Association, UK Finance, PIMFA among others to sign letter to Jeremy Hunt against proposal
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Square Mile hires two to research and consulting team
Martin Ward and Ittan Ali to join the team
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Morningstar: Sustainable funds pull in $900m for first quarter of 2024
US sustainable flows deplete by $8.8bn
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AJ Bell platform exceeds half a million customers in Q2 update
Increases assets under administration by 5% for quarter
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Square Mile: Income-related funds lose appeal
Havelock London leads for most-searched fund group and individual active fund