PEOPLE MOVES: Liontrust, Sparrows Capital, AJ Bell
A round up of the key people moves over the last week
Industry
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Financial advice: The only decumulation product solution for clients
IDAD’s Clive Moore on why advice is the only game in town when planning for retirement
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Gresham House’s ‘most popular’ VCTs launch £95m fundraise
Current total net assets of £338.5m and a portfolio of around 50 companies
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What advisers need to know about active ETFs vs investment trusts
Adnan El-Araby looks at the key differences between the two products
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Triple Point: Why tax-free dividends are the ‘secret weapon’ of VCTs
The vehicles are underappreciated and deserve more attention among advisers and their client, argues Triple Point’s Diana French
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SJP adds £29.8bn to funds under management in 2025
FUM rose to £220bn over the course of 2025, while the firm posted increased net inflows in a business update
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SJP ups UK equities positions and makes EMD move
Wealth manager seeking to adapt to a ‘late-cycle market environment’
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AJ Bell tweaks US equities allocations to target AI roll-out in ‘real economy’
Firm has also upped diversification on fixed income side
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Royal London rolls out IHT hub ahead of 2027 changes
A range of content across both pensions and protection
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Retaining talent and digital transformation are wealth managers’ top concerns
WTW research highlights wealth managers top priorities and concerns for the coming year
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FCA announces review into AI impact on retail markets
The Mills Review will consider emerging consumer uses of AI, and impact on markets and competition
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How should advice clients plan a fair inheritance for their children
Bentley Reid’s Mike Winstanley argues successful planning involves more than simply dividing assets equally