Harnessing data is key to meeting clients’ increasingly complex demands
Tom Wooders, UK country head at Allfunds, explains
Industry
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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
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FundCalibre awards Elite rating, puts two on Radar
Invesco Bond Income Plus Limited trust given Elite rating
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FCA charges nine finfluencers over unauthorised investment scheme
Defendants will appear in court on 13 June
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PEOPLE MOVES: Vanguard, Evelyn Partners, HSBC AM, Jupiter, Liontrust
Salim Ramji chosen to succeed Tim Buckley
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‘Back to the Dark Ages’: Industry calls for FCA consultation amid trust test-taking woes
Platforms requiring retail investors to undertake knowledge tests before buying certain trusts is bruising the already-ailing sector
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FCA charges trio with fraud over CFD scheme targeting pensions
Total known sum lost was £8m
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Evelyn Partners hires financial planning head for Bournemouth office
Danielle Pearce joins the firm
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Evelyn Partners grows operating profit while net flows slow
It gained £300m in new money during the first quarter, down from £700m at the start of 2023
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Two thirds of advisers advising on cash after spike in client demand
Up 47% since a similar survey carried out in 2021
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Defaqto rolls out MPS performance comparison service
The firm says MPS Comparator is the first tool of its kind