PEOPLE MOVES: FCA, Quilter Cheviot, Aviva Investors, Allianz GI
Regulator appoints CEO for a second term
Industry
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Majority of advisers interested in specialist IHT support
Only half (52%) believe their firm is ‘very experienced’ in IHT planning
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Nine in 10 advisers involve clients’ family in ‘great wealth transfer’ planning
Research by Quilter Cheviot and the Lang Cat
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Quilter Cheviot names new head of proposition
Formerly of HSBC Private Bank
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VCTs see third best fundraising year on record
Figures complied by Association of Investment Companies
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Oxford Risk launches ‘Investor Personas’ client behaviour tool
Designed for integration into existing platforms
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Calastone: Investors pull record £3.5bn from UK equities in Q1
While UK equity funds posted their worst ever quarter for net flows
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Former Hargreaves veteran Lee Gardhouse returns to industry with Moai Wealth
Will be joined by a team including Jessica Miller
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Aviva Investors bolsters UK Wealth team with two senior hires
Hayley Randell joins as head of UK advisory distribution and James Clarke joins UK IFA team as strategic partners director
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FCA and Treasury launch consultation on streamlined regime for asset managers
Including bespoke rules for investment trusts and VCTs
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PEOPLE MOVES: St James’s Place, Quilter, Newton IM, Ortec Finance, M&G, Morningstar
Former Schroders head of UK moves to SJP
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IFA M&A boom expected to continue
Underpinned by regulatory pressures and retirements