PEOPLE MOVES: Brooks Macdonald, Close Brothers, Canaccord Genuity WM, Rathbones, LGIM, JPMorgan AM
Andrew Shepherd to retire
Industry
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EFG Private Bank launches Independent Asset Management platform for UK
Head of independent asset managers UK Ian Wright to oversee
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Consumer Duty Alliance launches tool to help advisers meet FCA requirements
Teamed with tech platform Model Office
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Invesco adds income fund to Summit multi-asset range
Designed for clients seeking reliable income during retirement
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Advisers should expect ‘surge in new clients’
Investec Wealth & Investment found many stockmarket investors considering seeking advice
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Oakglen Wealth teams with Toscafund on IHT service
Featuring an Alternative Investment Market (Aim) model portfolio
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Women value ‘personal service’ from wealth managers more
JM Finn publishes report entitled Wealth in Women’s Hands
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Tillit removes five funds following manager shifts
Two funds remained in universe following review
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The challenges of the British Isa
Simplify Consulting’s Jayne Brown looks at whether, despite the political fanfare, there really is a strong business case for the British Isa
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Andrew Shepherd to retire as Brooks Macdonald group CEO
CFO Andrea Montague will become group CEO from October this year, subject to regulatory approval
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PEOPLE MOVES: Square Mile, Tellworth, State Street
Square Mile snaps-up former BMO multi-asset manager
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Oxford Risk teams-up with Intelliflo on suitability service for advisers
Service aims to improve client outcomes and help with Consumer Duty