Hawksmoor’s Philbin: We want to be the ‘Intel Inside’ for advisers
CIO of Hawksmoor Investment Solutions, Richard Philbin, discusses the need for ‘Wealth Management 2.0’
Industry
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PEOPLE MOVES: Evenlode, Sarasin & Partners, Royal London AM, FE Fundinfo
Rob Harris named Evenlode CEO
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AJ Bell platform exceeds half a million customers in Q2 update
Increases assets under administration by 5% for quarter
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Hoxton Capital Management snaps-up two IFA firms
Alpha Financial Services and Bartholomew Financial Planning
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FE Fundinfo names former Allfunds executive as chief product officer
Joerg Grossmann takes on the role
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Titan Wealth buys Bristol-based adviser
Newly-acquired firm will rebrand to Titan Wealth Planning
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Brooks Macdonald AUM increases despite outflows in Q3 results
Gross outflows remained ‘elevated’ due to challenging macroeconomic backdrop
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Söderberg and Partners continues UK expansion with stakes in four IFA firms
The Swedish wealth manager has now made investments in 11 UK firms
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Quintet partners with BlackRock to roll out multi-manager range
Follows the signing of a cooperation agreement between the firms
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Will the FCA’s response to Link failures change the role of ACDs?
TTF challenges regulator’s claim its Weif enforcement action will raise industry standards among ACDs
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Tatton Asset Management records 28.4% net flow increase in full-year results
Assets under management stand at £17.6bn
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Tatton, Timeline and AJ Bell top Defaqto MPS rankings
Data drawn from users of Defaqto Engage