Advisers eyeing rising Business Relief demand as IHT squeeze nears
Research carried out on behalf of asset manager Downing
Industry
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Evelyn Partners makes triple hire in northern England
Appointments made across Leeds and Newcastle offices
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SJP switches to multi-manager approach on Global Smaller Companies fund
Adds six new external managers as part of the change in approach
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PEOPLE MOVES: Lazard, Neuberger Berman, Tyndall IM, WisdomTree, Rathbones
Former Schroders CEO joins board
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AJ Bell: Key events for advisers watch out for this month
The investment platform picked out three dates
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Schroders announces £150m annual cost savings target in strategic shift
New three year targets announced in Richard Oldfield’s first results since taking over as CEO last November
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Evelyn Partners to put on MPS roadshow for advisers
Seven stops spread around the country taking place in May and June this year
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Quilter sees record net inflows; flags £76m remediation cost following FCA review
Review into delivery of ongoing advice show limited cases where clients may not have been provided with expected level of service
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Collidr rolls out ‘AI-driven’ MPS range for advisers
Options include Strategic Index, Enhanced Index, Hybrid, Active, Income, Responsible and Decumulation
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Neuberger Berman names multi-asset strategies head
Formerly global head of multi-asset at BNP Paribas Asset Management
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Allfunds platform assets climb 13% to hit £1.3trn
Achieved via a combination of existing and new client flows
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Abrdn renames amid business simplification, slows outflows to £1.1bn
interactive investor growth helps to buoy results