Mattioli Woods eyes ‘robust acquisition pipeline’ as assets inch down to £15.2bn
Group revenue up 8% to £59.1m in the second half
Industry
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Loomis Sayles £1.1bn US Equity Leaders fund tops Bestinvest December buylist
Fundsmith Equity falls to fifth place
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Söderberg & Partners makes further IFA purchases
Swedish financial adviser makes fifth and sixth IFA acquisitions in the UK
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Evelyn Partners’ Seager-Scott to exit for Mazars CIO role
Ben Seager-Scott joined Bestinvest in 2011
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What does 2024 hold in store for the wealth management industry?
Firms should prepare for three critical influences this year
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CIO Edward Park leaves Brooks Macdonald
Departs after 15 years at the firm
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RLAM and Artemis funds added to Square Mile academy
Columbia Threadneedle’s Embark Horizon range dropped while analysts assess its proposed move to BlackRock
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Fixed income investors intend to increase risk in 2024
While many plan to have a more global allocation, according to Aeon Investments study
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Royal Mint sees 7% uptick in investors
77% invested in ‘fractional’ products
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Evelyn Partners launches financial planning graduate scheme
The new programme opens its doors for cohorts in September 2024
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Brooks Macdonald’s Walker: How to navigate 2024’s economic crossroads
The head of the firm’s investment specialist team discusses AI, the rise in bond yields and a mixed picture for economic growth
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Tech funds top the rankings for 2023
While tech was the standout performer in 2023, investors in China funds had contrasting fortunes