CIO Edward Park leaves Brooks Macdonald
Departs after 15 years at the firm
Author: Hannah Williford
-
-
RLAM and Artemis funds added to Square Mile academy
Columbia Threadneedle’s Embark Horizon range dropped while analysts assess its proposed move to BlackRock
-
Royal Mint sees 7% uptick in investors
77% invested in ‘fractional’ products
-
Evelyn Partners hires LGT Wealth Management’s Lauren Glaister
Glaister to join as partner for Leeds office investment management team
-
Autumn Statement 2023: Key takeaways
Key Points of Autumn Statement
-
Canaccord Genuity to acquire Intelligent Capital
David Bremner becomes head of wealth management – Glasgow
-
Advisers switching fee structures in reaction to Consumer Duty fair value
With 3% of firms still in noncompliance
-
IBOSS renames ‘Income’ MPS
Following a company review with advisers
-
Seven out of ten Brits do not include digital legacy in their wills
As half of clients still have not connected a family member to their financial services
-
Evelyn Partners Core MPS team increases government bond exposure
Shift will result in a decrease in corporate bonds and alternative assets
-
Companies continue to increase mental health awareness – CCLA IM
95% of companies now acknowledge mental health as important to business