Quilter adds AllianceBernstein as WealthSelect MPS partner
Fund is used in WealthSelect’s Managed and Responsible portfolios
Fund is used in WealthSelect’s Managed and Responsible portfolios
Managed by head of fixed income Peter Doherty and chief investment officer Ian Wood
Five model portfolios across risk levels rolled out
Paul Keogh and Oliver Van Nairn join PIMCO’s global wealth management team
Advisers would exclude a platform from their shortlist if it had a ‘B minus’ financial strength rating or lower
Investors withdrew £5.9bn from investment funds over concerns about Chancellor Rachel Reeves’ tax changes
This is being driven by concerns over CGT
AJ Bell Investments grew AUM by 45%
The firm has appointed Matthew Spencer as head of intermediaries
Investors should keep an eye on these three trends that could sway portfolio returns over the coming months, writes Nicolo Bragazza
Acquisition is the digital wealth manager’s third in the UK over the past three years
Aiming to cut the time it takes to create reports for client