PEOPLE MOVES: Eastspring Investments, IQ-EQ, Deutsche Bank
Investment firm names head of international distribution, while investor group appoints MD for Belgium
United Kingdom
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From semi-professional rugby to financial advice
IA speaks with one of the first graduates of the St James’s Place academy
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Aviva tops pension complaints list
But just 24% of cases were upheld in H1 2022, Ombudsman data shows
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Over 90% of pension transfer requests flagged as scams – again
As transfer values fall below £200,000 for the first time since 2016 making the return of annuities more appealing
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IFA consolidator scores trio of M&A deals
Just weeks after entering the Scottish market with a double acquisition
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Evelyn Partners buys investment management business
Deal brings in £90m in assets under advice
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Schroders expands model portfolio business to international market
It will offer active and sustainable models across risk profiles
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UK government names pensions minister
A day after Guy Opperman confirmed he was leaving the post
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Progeny acquires Scottish professional services group
It is the firm’s fourth M&A deal in the country
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International tech provider acquires ESG ratings firm
Deal will see the companies work together to create advice tools
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SJP partner firm buys Scottish financial planning company
It hopes to complete a ‘series of deals’ in the coming months
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PEOPLE MOVES: Bank Syz, Evelyn Partners, Robeco
Swiss group names head of client solutions, as wealth manager bolsters UK financial planning offering