Advisers’ platform priorities unmoved by Consumer Duty
Almost identical to previous years
Industry
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Openwork sells 30% stake to US private equity firm
Elena Lieskovska joins the Openwork board
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IHT receipts continue to rocket as government eyes further hikes
£97m higher than the same period last year
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PEOPLE MOVES: Rathbones AM, Schroders, Mirabaud, Rockwood AM, Sparrows Capital
Multi-asset investment specialist joins
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Schroders Personal Wealth finds three-quarters of people don’t understand IHT
Compounded by 40% of people not having a will
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Mirabaud expands UK wealth presence with senior hire
David Smith joins from RBC Wealth Management
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Evelyn Partners aims to boost number of women receiving advice with new partnership
Only 20% said they know where to find a good financial adviser
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Two thirds of platforms lacking CGT support for advisers
Failing to offer advisers ‘holistic CGT planning support’
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Sparrows Capital makes further BDM hire
James Denton joins from Foresight Group
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Evelyn Partners launches Index MPS range for advisers
Five portfolios across risk profiles
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Columbia Threadneedle to launch four-portfolio active ETF range
Managed by Chris Lo
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Schroders’ Jamie Fowler becomes head of UK wealth
Has been at Schroders since 2002