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
Industry
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Gresham House launches £50m Baronsmead VCTs fundraise
Seeking further liquidity to take advantage of new investment opportunities
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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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WisdomTree launches Strategic Metals ETF
Seeking to target exposure to metals driving the energy transition
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abrdn to remove MyFolio managers’ mandate to invest in its own funds
The five funds will be rebranded to abrdn MyFolio Core
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SJP equity fund aligns with SDR Sustainability Focus label
The external fund manager will also change, with Schroders taking over as the fund’s sole manager
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P1 Investment Services makes client services hire
Michelle Angell will lead the development of P1’s client servicing team
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YFM closes VCT fundraise after hitting £75m in 11 weeks
The initial target of £50m was met in a month
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PEOPLE MOVES: Schroders, the CISI, Close Brothers, Brooks Macdonald, Aviva Investors, Hurst Point Group
Philip Chandler becomes CIO of Schroder Investment Solutions
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Square Mile adds four strategies to academy
Two funds have ratings suspended in December review
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‘Value for money’ delivery by advisers on the rise
Advisers and clients agree that ‘accessibility is paramount’