Tatton AM sees record £3.7bn inflows
AUM also increased by 24%
Companies
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Mattioli Woods and Kingswood to merge
Combined firm will serve over 25,000 clients
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Openwork sells 30% stake to US private equity firm
Elena Lieskovska joins the Openwork board
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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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Columbia Threadneedle to launch four-portfolio active ETF range
Managed by Chris Lo
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Baillie Gifford to merge multi-asset funds
£276m Multi Asset Growth fund to merge into the Baillie Gifford Defensive Growth fund
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Asset managers lose £1bn in Q1 despite 54% reporting net gains
The drop in sales was ‘negligible compared to the total money deployed in markets’ and was higher than the previous quarter
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SJP’s Rainbow awarded £2m in shares after Schroders exit
Award reimburses Rainbow for share awards forfeited after leaving Schroders
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Quilter’s WealthSelect MPS crosses £20bn mark
Doubled in size in under three years
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Impact investment offerings ‘could serve as a valuable USP’, according to wealth managers
Impact investment offerings ‘could serve as a valuable USP’, according to wealth managers
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Morningstar to launch ratings for LTAFs
Adapting its existing Medalist Rating framework for private market vehicles
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Investment industry calls for clarity as FCA ‘pauses’ SDR rollout for MPS
Regulator will prioritise other work around multi-firm reviews and Consumer Duty