PEOPLE MOVES: Evelyn Partners, Franklin Templeton, AllianceBernstein, CG Asset Management
Craig McGuire joins the wealth manager
Industry
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Nucleus gets green light for Third Financial takeover
The move is part of Nucleus’ strategy of building scale
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UKSIF and IA publish guidance for SDR consumer-facing disclosures
Investors should include information such as labels as well as sustainability objectives and metrics
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IHT receipts up again as HMRC stays on track for £9.5bn by 2030
HMRC reported an IHT take of £700m in April
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Harnessing data is key to meeting clients’ increasingly complex demands
Tom Wooders, UK country head at Allfunds, explains
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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