Morningstar: Three key themes that should be top of investors’ minds
Investors should keep an eye on these three trends that could sway portfolio returns over the coming months, writes Nicolo Bragazza
Industry
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Moneyfarm acquires Willis Owen
Acquisition is the digital wealth manager’s third in the UK over the past three years
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Quilter Cheviot launches MPS proposal tool for advisers
Aiming to cut the time it takes to create reports for client
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NextWealth finds MPS assets jumped by a third in a year
Report also found costs have almost halved
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Capitalising on UK growth: The enduring appeal of VCTs for investors
Triple Point’s Diana French argues the case for holding VCTs as part of a well diversified portfolio
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Evelyn Partners names former Close Brothers man as head of intermediaries
He joins with close to 40-years of experience in the wealth management industry
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Analysis: Do performance tools really measure up?
Tools have made life easier for advisers selecting and running MPS on their platforms, but what about measuring MPS performance more broadly?
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St. James’s Place to cut 500 roles in cost reduction programme
SJP aiming to save £100m per year by 2027
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Ex-Ruffer investment director launches Lulworth Investment Management
Harry Sevier will offer Lulworth Investment Management via P1 Investment Services
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Skerritts rebrands to Shackleton and adds four new firms to network
Acquires Save & Invest Group, Fleming Financial Limited, Robson Lister Limited and Shorts Financial Services
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PEOPLE MOVES: Evelyn Partners, Abrdn, Artemis, HSBC, Liontrust
Kate Morrissey joins as head of asset allocation
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Close to all advisers forced to apologise for poor platform service
Parmenion’s 2024 ‘The Impact of Poor Platform Service’, reveals worsening service