Succession Wealth buys Leeds-based True Wealth Group
Acquisition provides first entry into Northern Ireland
Industry
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Rathbones hires analyst to multi-asset team
Emma Letheren joins from RBC Capital Markets
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BlackRock launches top 20 S&P 500 ETF
The fee is 0.2% and the ticker is SP20
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PEOPLE MOVES: AJ Bell, Quilter Cheviot, RLAM, PGIM, Chelverton, Oberon
Ian Aylward joins from Barclays Wealth
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AJ Bell reduces charges for multi-asset income range
Fee reduced 15 basis points to 0.50%
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Ian Aylward to lead AJ Bell’s MPS as head of investment partnerships
Aylward joins from Barclays to support the ‘rapid growth’ in its MPS offering
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Mabel Insights teams with Oxford Risk to roll out portfolio comparison tool
Tool includes all risk-mapped funds and portfolios from Oxford Risk
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AI expected to impact advisers more than regulation or ESG
‘It’s fascinating how quickly AI has become such a major issue for advisers’
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WisdomTree launches leveraged multi-asset ETF
WisdomTree Global Efficient Core UCITS ETF offers exposure to large cap global equities and fixed income futures
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As dust settles from Autumn Budget, how will UK markets fare?
Commentators analyse the effect of AIM stock tax and raising gilt yields on UK markets
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Kepler: Lack of clear framework for trust fee disclosure causes confusion for investors
25% of Kepler’s retail investor base plan to allocate more to investment trusts following the change in disclosure rules
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PEOPLE MOVES: Schroders Personal Wealth, Oberon Investments
Two professionals added to client office senior leadership team