7IM adds quantitative strategist to investment team
He will focus on enhancing 7IM’s quantitative approaches to tactical asset allocation
Industry
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Titan Wealth continues on acquisition trail with AHR deal
AHR will be rebranded as Titan Wealth International
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VCTs: Resilience and future prospects
VCTA’s Chris Lewis looks at the appeal of VCT’s even in turbulent times
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Brooks Macdonald hires former Rathbones man as head of adviser solutions
He will lead the firm’s outsourced investment management offering for IFAs
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Clients ‘very concerned’ about their adviser retiring soon
Many advisers are expected to retire over the coming five years
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AJ Bell continues strong year as assets surpass £83.7bn in Q3
It attracted 25,000 new customers over the past three months, bringing its client base to 528,000
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PEOPLE MOVES: Sparrows Capital, L&G, Nuveen, Liontrust, GQG, Callanish Capital, Wealth Club
Sparrows makes hire from 7IM
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Two thirds of advisers say they need to improve asset class forecasting
Eight in 10 expect their company to invest more in performance forecasting
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King’s Speech: Pensions reform and economic growth take centre stage
While Keir Starmer’s government will plan to introduce a Budget Responsibility Bill
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Concern for regulation drops in year following Consumer Duty
Increased concern over retaining existing clients and technology
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More than half of advisers upping their AI spend
AI used to enhance internal processes rather than for client services
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Vanguard launches research centre to help advisers with ‘great wealth transfer’
The centre will offer insights on investing, portfolio management and financial planning