PEOPLE MOVES: Rathbones, Invesco, Fidelity International, Sparrows Capital, Towers Watson
Chief executive to retire in September
Industry
-
-
Advised platform assets jump to £616bn as bond sales rise
Up by 12.5% in the last quarter of 2024
-
Quilter adds Forseti Wealth Partners to advice network
Founded by advisers James Harvey and Archie Wilson
-
Aegon AM enters LTAF market with private credit vehicle
It provides ease of access to asset classes previously off limits to most investors amid growing demand for private markets
-
M&G reports 5% profits rise for 2024
Transformation plans, including cost cuts and simplification of asset management business, boosts progress
-
Quilter dominates Defaqto MPS performance awards
The wealth manager won the Cautious, Balanced and Growth categories
-
Invesco appoints new head of client solutions to ‘simplify global structure’
Georgina Taylor will drive the strategic focus of its multi-asset range, as well as managing 12 funds worth £1.1bn herself
-
Sparrows Capital makes double hire
Will focus on developing adviser relationships
-
FCA bans Crispin Odey from financial services industry
Fined £1.8m for a ‘lack of integrity’
-
IFAs warned not to delay succession planning
Research reveals only 31% of IFAs see it as ‘vital’
-
PEOPLE MOVES: Evelyn Partners, Jupiter, Artemis, Aberdeen
Three new hires across Leeds and Newcastle offices
-
PFS consolidates tools to help advisers with Consumer Duty
Regulatory environment is ‘characterised by heightened scrutiny and challenge’