PEOPLE MOVES: Schroders, 7IM, Evelyn Partners, C. Hoare & Co, Canaccord Genuity WM
Schroders reported to have lined-up new CEO
Industry
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Government scraps ‘political gimmick’ UK Isa plans
Industry reacts to decision to scrap previous government’s plan
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P1 adds PortfolioMetrix to platform
28 portfolios including its Global Passive range
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‘Generational divide’ between seasoned advisers and newcomers
‘Succession planning in an age of employees’ is the first of two reports
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Canaccord appoints Tom Lane to new chief commercial officer role
Lane joins from RBC Brewin Dolphin
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Fundsmith Equity drops off interactive investor buylist for first time
Fundsmith had featured on every monthly most sold list since interactive investor began tracking the data in 2018
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Two thirds of advisers predict strong growth in clients
Researchers also found investment in technology is improving efficiency
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BareRock founder says advisers can meet the 3-day complaint rule
Complying with the requirement ‘virtually impossible’ without support
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Aviva Investors creates dedicated VC and strategic capital desk
As part of wider expansion of private markets capabilities
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FSCS finds adviser in default over pension transfers
Mark Peter Houlbrook in default over one claim
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Evelyn Partners Sustainable MPS team adds Trium and Regnan funds in rebalance
Funds replace JPM Global Macro Sustainable and RobecoSAM Smart Materials
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Ex-Barclays Wealth chief executive Kalaris loses appeal against FCA
Kalaris loses appeal to perform senior management duties at firm Saranac