Platforms Association expands board with four new members
New members to the industry trade body include AJ Bell CEO Michael Summersgill and Nucleus CEO Richard Rowney
Industry
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Lumin Wealth acquires Professional Financial Centre
The deal will add over £50m of assets under management
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Jupiter makes foray into active ETFs
ETF to focus on global government bonds
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Evelyn Partners books £600m net inflow as record £2.6bn comes in
Assets under management closed the year at an all-time high of £63bn
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Dynamic Planner launches AI-based ‘5 second’ client reports
An ‘early adopter programme’ was rolled out today, 12 February
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Square Mile reintroduces Jupiter UK Dynamic Equity fund into Academy ratings
While a handful of multi-asset funds received re-ratings in the update for January
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Shackleton acquires Norfolk-based Harrold Financial Planning
The takeover brings in around £300m of assets under management
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How are retail investors benefiting from private markets?
‘People always tell you they understand liquidity until they need liquidity,’ says Alex Funk
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FE fundinfo rates four platforms platinum for 10 years running
Quilter, Transact, Fidelity Adviser Solutions and abrdn Wrap awarded platinum for 10 years
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Rob Burdett to chair Beechtree Capital advisory committee
He is joined by Tom Norman-Butler, Marcus Bolitho and Will Gold
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PEOPLE MOVES: Allianz Global Investors, Hurst Point Group, Stonehage Fleming, GAM
Global head of investments to retire later this year
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SJP partners with Dynamic Planner on client risk profiling
Dynamic Planner’s profiling capabilities will be made accessible to SJP’s 4,800 advisers and 7,500 support staff