PEOPLE MOVES: GSB, CII, Lombard Odier
As professional body appoints two vice presidents, investment service hires head of portfolio management
Industry
-
-
Triple Point extends offer on its VCT
As capacity is filling up faster than previous years
-
FSCS declares Birmingham-based firm in default over pension advice
The firm is in liquidation
-
Secretary general of FECIF steps down
After nearly ten years in the role
-
AJ Bell increases cash interest rates after FCA platform warning
Will also cut trading fees
-
TAM Asset Management CIO: Money market portfolios ‘enable advisers to maintain a relationship with clients’
James Penny says that the rise in money market portfolios is due to high interest rates and interest from low-risk clients
-
TEAM creates new division with latest acquisition
Comprising of all operations of the Globaleye Group
-
Schroders Group financial planner buys IFA firm
The firm will fully align with Benchmark over the next twelve months
-
Söderberg & Partners makes fourth IFA purchase
As it becomes a minority shareholder in the firm
-
UK wealth manager makes two acquisitions
Including the client base of retired IFA
-
Time Investments: Clients eye alternatives but barriers to increasing allocation remain
Survey of DFMs and fund selectors highlighted a lack of ‘expert’ alts fund managers as a concern
-
Advisers more optimistic than non-advised investors about rise of stock market
Highlighting a confidence gap