UK wealth firm makes third acquisition of 2022
Deal brings the company’s total AuM to around £5.4bn
United Kingdom
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Boutique favourites among £10.7bn ‘dog’ funds in Bestinvest report
Previous ‘pawful’ performers from Invesco and SJP redeem themselves in latest edition of Spot the Dog
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UK investment platform to launch ‘augmented advice’ service
Firm poaches deputy managing director of M&G Wealth Advice to lead offering
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US small caps and tech stocks top performance charts
‘Portfolio balance is crucial – don’t have all your eggs in one basket’
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PEOPLE MOVES: FCA, Gam, Nucleus
Regulator hires director of international, as asset manager names CFO
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Active allocators can thrive in bear market
‘Outlook is complicated due to confluence of macro challenges’
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Evelyn Partners hints at int’l version of adviser succession programme
‘The business is really successful, who knows where it’ll end up expanding into’
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HMRC bags record £14.3bn in capital gains tax
A 42% increase from the 2019-20 financial year
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Global sustainable funds suffer significant outflows
But they still performed better than the broader market
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Scrap emergency tax on drawdown payments, advisers urge
Lifetime and money purchase annual allowances also under fire
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Phoenix Group acquires UK life insurer for £248m
Deal adds around £10bn in assets under administration
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FCA bolsters supervision of appointed representatives
Many principal firms ‘do not adequately oversee’ their activities