PEOPLE MOVES: 7IM, EQ Investors, Legal & General, HSBC AM, M&G
Double hire at 7IM
Industry
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Puma VCT 13 seeks up to £70m of fresh cash
The VCT has total net assets of £118.6m and a portfolio of 20 companies
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Invesco teams-up with Just Group to roll out retirement product
Risk-rated by Dynamic Planner and available to advisers via the 7IM platform
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Schroders receives approval for LTAF aimed at UK wealth market
Schroders Capital Wealth Solutions LTAF will be available as an OEIC
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Financial planning conversations key to sustainability goals
Sebastian Elwell, founder of Switchfoot Wealth, on ‘an incredible opportunity’
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Robeco launches flexible multi-asset strategy
The strategy has an ‘outcome-focused approach’ targeting cash plus 4%
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AIC: More wealth managers willing to go off buy list for investment trusts
Discounts cited by over 80% as reason to buy
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Octopus AIM VCTs launch £30m fundraise
The VCTs already have total net assets of £200m
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Aegon, Quilter and Fidelity sign up to The Platforms Association
New trade body will co-ordinate and promote the industry’s interests
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Risk Capacity and Capacity for Loss: Defining the Difference
Oxford Risk’s Greg B Davies attempts to clear up one of the most common and consequential confusions in financial advice
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PEOPLE MOVES: Newton IM, CFA UK, Square Mile, Aubrey, Axa IM, Oberon
Paul Brain to depart
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Close Brothers to sell asset management branch to Oaktree
The £200m deal allows Close Brothers to ‘simplify the group and focus on our core lending business’