Risk Capacity and Capacity for Loss: Defining the Difference
Oxford Risk’s Greg B Davies attempts to clear up one of the most common and consequential confusions in financial advice
Industry
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PEOPLE MOVES: Newton IM, CFA UK, Square Mile, Aubrey, Axa IM, Oberon
Paul Brain to depart
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Close Brothers to sell asset management branch to Oaktree
The £200m deal allows Close Brothers to ‘simplify the group and focus on our core lending business’
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7IM teams-up with Brooks Macdonald to offer MPS
Active and passive options now available
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Downing’s Evan-Cook: How advisers can tackle the dual threat from AI
The fund manager deals with the elephant in the room
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Hawksmoor temporarily suspends sustainable portfolios in anticipation of SDR amendments
The firm is awaiting the FCA’s decision on proposals regarding extending SDR to apply to portfolio managers
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UK inflation stays at 2.2% in August – but a rate cut still seems unlikely
Headline inflation may seem rosier, but August dealt ‘another headache’ for the BoE as inflationary pressures mount
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CFA UK chief executive steps down after 18 years
Will Goodhart will step down in early 2025
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Six in seven advisers have clients going leveraged long on stocks or shorting
Four in five advisers expect their clients’ use of leveraged ETPs to increase
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Brooks Macdonald acquires Norwich-based financial planner
The IFA firm has £890m in assets under advice across 1,600 personal clients
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Aviva Investors backs King’s College Consumer Duty and SDR course for IFAs
Understanding the new requirements and help deliver sustainable outcomes
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Newton multi-asset deputy CIO Paul Brain retires
Brain, who previously led Newton’s fixed income team, retires after 40 years as an investment manager