SJP partners with Dynamic Planner on client risk profiling
Dynamic Planner’s profiling capabilities will be made accessible to SJP’s 4,800 advisers and 7,500 support staff
Companies
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Quilter continues expansion of advice network with four more firms
Follows addition of eight firms in December 2024
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Candriam’s Niven: How bond investors can thrive in volatile fixed income markets
Bond markets have become more volatile in recent years, but there are opportunities for dynamic investors, writes Jamie Niven
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Aviva Investors launches Venture & Growth Capital LTAF
Aviva LTAF to operate with a UK bias
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St James’s Place sees £4.3bn of net inflows amid ‘successful year’
Gross inflows stood at £18.4bn, compared with £15.4bn in 2023
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AJ Bell Investments sees 38% AUM increase in Q3 trading update
Total AUM surpassed £7bn for the first time
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AJ Bell eliminates alternatives in 2025 strategic asset allocation
AJ Bell releases 2025 strategic asset allocation
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Söderberg & Partners acquires stakes in three more IFA firms as UK push ramps up
Swedish firm’s UK spree continues
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Premier Miton Group sees £33m net outflows in Q1 AUM update
CEO Mike O’Shea said the most recent results show a ‘noticeable improvement’ in flows
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Brooks Macdonald seeks LSE main market listing
Brooks first listed on Aim in 2005, with the move to the main market expected to complete by the end of March
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Kepler reveals rated investment trusts for 2025
Winners across growth, income and alternative income categories
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P1 Investment Services makes client services hire
Michelle Angell will lead the development of P1’s client servicing team