Columbia Threadneedle Fund Watch: 39 funds achieve top-quartile gains over three years
33 more top-performing funds than in Q4 2022
Industry
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Brooks Macdonald MPS assets climb to £3.9bn but firm sees £100m net outflow
BM Investment Solutions offering for advisers contributed to 7.3% rise
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Titan Wealth rebrands Cardale Asset Management
The investment management business was acquired by Titan in 2022
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Dynamic Planner launches single strategy fund mapping service
Sources single strategy fund holding data directly from fund providers
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MPS analysis site for advisers launched by former Atomos distribution head
Lawrence Cook has launched Mabel Insights
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PwC: Half of CEOs think their businesses will not survive the next decade
AI could make half of all business models redundant within 10 years
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Square Mile: Capital growth funds tussle with income funds for advisers’ attention
Aegon Diversified Monthly Income took the top spot for the most-searched fund
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EY: Appointments of women as UK financial service directors falls 28 percentage points in 2023
The UK has the lowest percentage of female appointments across major European markets
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Boring Money and Broadridge launch Consumer Duty data solution
Brings together Broadridge’s value reporting and data with Boring Money’s demographic and perception data
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PEOPLE MOVES: Fiduciary Trust International, Saltus, Evelyn Partners, Quilter
Franklin Templeton subsidiary makes a senior hire
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Passives to be ‘significantly underrepresented’ in SDR labels
Morningstar analysis shows high number are not within the scope of FCA labelling regime
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Square Mile: Nine funds poised for success in 2024
List includes funds from Ruffer, Liontrust and Artemis