PEOPLE MOVES: LGT, Jupiter, MSCI, ARC, Lombard Odier
Phoebe Stone becomes chief sustainability officer
Industry
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British Smaller Companies VCTs launch £75m fundraise
Managed by YFM Equity Partners
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Alliance Witan makes manager change as portfolio transition completes
Alliance Witan investment manager removes Black Creek Investment Management from portfolio
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Titan Wealth to acquire Ravenscroft Investments
Follows the acquisition of Ravenscroft’s UK investment management business last year
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Three quarters of advisers want CGT support from platforms as Budget looms
91% of advisers said that CGT is now of greater concern
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Aegon calls on chancellor to scrap ‘damaging pension cash grab’
The company has published some recommended ‘pension tax principles’
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Evelyn Partners adds £200m of assets ‘despite Budget uncertainty’
Total asset up 12.8% versus the £55.6bn logged on 30 September 2023
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AJ Bell: 99% of advisers have clients worried about Budget changes including CGT raise
The platform is calling on the government to commit to a ‘Pensions Tax Lock’
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Pensions minister says MoneyHelper dashboard to be available before commercial options
Pension schemes must connect to the dashboard ecosystem by October 2026
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Söderberg & Partners says UK advice market a ‘top strategic priority’ as it takes stakes in more firms
‘Numerous attractive businesses’
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Analysis: Could Model Portfolio Services lose their crown to funds of funds?
Implementation issues and possible changes to CGT see more investors looking for alternative strategies
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PEOPLE MOVES: Royal London, Nedgroup, Legal & General, AXA IM
Ian McLeod joins from M&G Wealth