Multi-asset income funds increase exposure to higher quality bonds
As Morningstar warns investors on their trade-offs
Industry
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UK retirees shun decumulation advice
Number of non-advised sales soar by 24%
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Trade body tells advice firms not to be ‘Consumer Duty Zombies’
As it marks 28 days until the deadline to comply with the regulatory regime
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Global health insurance solutions provider opens London office
Following the firm’s expansion into Germany and Dubai in 2022
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Eden Park IM partners with Hymans Robertson
Investment services provider will sub-manage the Eden Park’s Brunel range
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International law firm opens Singapore office
Further expanding its presence in southeast Asia
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UK wealth manager buys Essex-based financial advice firm
It is the company’s sixth acquisition since 2019
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One-in-five HNW Brits sacrificing financial stability to help their children
22% have reduced their pension contributions
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23% of British expats set to sell UK property
But most are not aware CGT may be due or that a non-resident capital gains tax return must be filed
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Impax signs distribution agreement with BTG Pactual to target LatAm
Deal will include Ucits funds aimed at financial intermediaries
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Ocorian expands Hong Kong footprint with M&A deal
Acquired firm offers trust services
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Charles Stanley rolls out financial coaching service
As Evelyn Partners launches digital hybrid platform to boost its financial wellbeing offering