Quilter Cheviot appoints UBS’s UK wealth CIO to succeed Gwyther
Caroline Simmons will take up chief investment officer role in March
Industry
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St James’s Place net inflows halve as Jefferies lists stock as ‘buy’
New CEO Mark FitzPatrick will review ‘all elements of the business’ as he plans for 2030
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VCT take-up jumps by a third to 25,800 investors
Total money raised up by 61% to £1.04bn
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Abrdn confirms 500 redundancies in cost-cutting ‘transformation plan’ amid £12.4bn outflows
£150m of costs will be cut across the business over two years
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Quilter boosted by spike in adviser flows to platform
Jump of 44% on the inflows through the same route a year ago
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Defaqto names former Octopus marketing head as CSO
Sally Boyle has also joined the board and leadership team
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FCA accuses Blackburn-based man of defrauding 240 investors
A total of £19m allegedly taken in by the scheme
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IHT take hits £5.7bn as government mulls changes in the Budget
Average bill on course to be £239,000 in the current tax year
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Morningstar: European fund giants suffer outflows in December 2023
European-domiciled funds as a whole attracted a net €49bn in 2023
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Trading tantrums: Should DIY platforms stop treating investors like children?
In restricting access to certain funds and trusts, are platforms making an assumption that DIY investors are incapable of grown-up value assessments?
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Söderberg & Partners continues push into the UK
Swedish firm’s seventh acquisition described as one of the biggest to date
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AJ Bell advised customers reach 161,000 as assets jump to £76.2bn
Total customers rose 12% in the year to reach 484,000