Quilter appoints Investec’s Adrian Todd to research team
Todd becomes senior manager research analyst
Author: Hannah Williford
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Canaccord Genuity UK reports 12.1% revenue increase in Q3
Client assets increase 1.4% year-over-year
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Square Mile ousts trio of BNY Mellon funds from ratings academy
Square Mile adds four funds and ranges to its Academy of Funds
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What will the capital gains tax changes mean for MPS investors?
CGT changes could generate another £1.2bn for the Treasury by 2025
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Evelyn Partners hires Brooks Macdonald’s Edward Park
Park to become chief asset management officer
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Evelyn Partners rebound with 11.5% increase in AUM for 2023
AUM grew from £53bn to £59.1bn due to inflows and market performance
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Morningstar Wealth appoints Chris Bishun as head of wealth solutions
He brings 20 years of experience to the role
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Columbia Threadneedle Fund Watch: 39 funds achieve top-quartile gains over three years
33 more top-performing funds than in Q4 2022
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EY: Appointments of women as UK financial service directors falls 28 percentage points in 2023
The UK has the lowest percentage of female appointments across major European markets
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Momentum: Seven risks for investors to watch for in 2024
Inflation, consumer resilience, and China among concerns
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Square Mile: Nine funds poised for success in 2024
List includes funds from Ruffer, Liontrust and Artemis
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Bfinance: ‘Natural capital’ strategies offered by over 50 asset managers
Searches for ‘natural capital’ managers across the Bfinance platform outpace searches for real estate managers