Advisers have rich opportunity to treat investors more like humans, not robots
Oxford Risk’s Greg Davies says advisers could benefit from enriching their understanding of investors’ personalities and behaviours
Industry
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Progeny seals another deal as it buys Chartered Wealth Management
Firm has offices in Manchester and London
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Evelyn Partners rebound with 11.5% increase in AUM for 2023
AUM grew from £53bn to £59.1bn due to inflows and market performance
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Invesco launches discretionary model portfolio service
Range of six investment portfolios across different risk levels
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Quilter adds Juniper Financial Planning to network
Ayrshire-based Juniper formed by trio of financial planners
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Fintel buys Owen James Events as acquisition spree continues
It is the sixth company acquired by Fintel in the past year
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Novia Global launches stocks & shares Isa
Addresses issue of UK expats’ savings being left in ‘suspended animation’
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Chancery Lane CEO: Modern portfolio theory doesn’t work for income investors
MPT is is wrongly incorporated into most offerings directed at retail clients in the UK, writes Doug Brodie
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Fuel Ventures VCT launches £50m maiden raise
Launch follows announcement VCT regime has been extended to 2035
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Morningstar Wealth appoints Chris Bishun as head of wealth solutions
He brings 20 years of experience to the role
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PEOPLE MOVES: Love Ventures, Raymond James WM, LGIM, Lombard Odier, Dimensional
Love Ventures has hired Faye Williams as distribution director
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Quilter Cheviot appoints UBS’s UK wealth CIO to succeed Gwyther
Caroline Simmons will take up chief investment officer role in March