7IM adds ‘trend following’ strategy to multi-asset range
7IM said trend strategies have delivered strong performance
Industry
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Estate planning: Business Relief allows clients to retain control of their wealth
With IHT receipts increasing, Triple Point’s Diana French looks at the role Business Relief can play in effective estate planning
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CEO Stephen Bird to leave Abrdn
Jason Windsor to step in as interim group CEO while the board conducts a search process for a successor
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AJ Bell platform assets hit £80bn as it reaches half million customer milestone
The firm brought 27,000 people on board during the six months
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Hargreaves Lansdown refuses takeover bid
Offer from a group private equity bidders
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PEOPLE MOVES: Evelyn Partners, Franklin Templeton, AllianceBernstein, CG Asset Management
Craig McGuire joins the wealth manager
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Nucleus gets green light for Third Financial takeover
The move is part of Nucleus’ strategy of building scale
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UKSIF and IA publish guidance for SDR consumer-facing disclosures
Investors should include information such as labels as well as sustainability objectives and metrics
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IHT receipts up again as HMRC stays on track for £9.5bn by 2030
HMRC reported an IHT take of £700m in April
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Harnessing data is key to meeting clients’ increasingly complex demands
Tom Wooders, UK country head at Allfunds, explains
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Evelyn Partners adds investment director to Jersey office
Craig McGuire joins the wealth manager
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Evelyn Partners MPS team exits JPM fund and sells down Federated Hermes EM mandate
JP Morgan US Equity Income and Hermes Global Emerging Markets funds switched for BNY Mellon and Baillie Gifford offerings