Private investors and wealth managers becoming keener on investment trusts again
216 investors quizzed for the annual UK Investment Trust Study.
Industry
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St James’s Place share price falls over 30% following full-year results
Citi and JP Morgan Cazenove react to dividend cuts and provisions
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Advisers say digital wealth managers pushing them into retirement
Researchers working for Investec Wealth & Investment quizzed 100 IFAs and financial planners
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Hargreaves Lansdown adds £1.1bn Schroder Income fund to Wealth Shortlist
Fund is managed by Kevin Murphy and Andrew Evans
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FCA planning to announce investigations and speed them up
Decisions would be taken on a case-by-case basis
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Abrdn suffers 35% increase in outflows in full-year results
Adjusted operating profit in the investments arm of the business shrunk by 62% in 2023
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Quilter adds pair of firms to adviser network
Sports Media and Entertainment Wealth Management and Holroyd Wealth Management join
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Standard Life and Fidelity join forces on smoothed fund for advisers
‘Strategic partnership’ formed to create the new offering
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Square Mile’s Romer-Lee named Titan AM co-CEO
Regulator approved Titan’s acquisition of Square Mile on Friday
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Wealth Club launches managed portfolio service
Managed by head of research, Jonathan Moyes
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Clients ‘outliving their savings’ tops advisers’ list of concerns
71% of 200 advisers interviewed pointed to this as a major issue
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PEOPLE MOVES: Evelyn Partners, LGT Wealth, Global X ETFs
Evelyn Partners adds to its Guildford office