Söderberg & Partners makes further IFA purchases
Swedish financial adviser makes fifth and sixth IFA acquisitions in the UK
Swedish financial adviser makes fifth and sixth IFA acquisitions in the UK
Firms should prepare for three critical influences this year
Columbia Threadneedle’s Embark Horizon range dropped while analysts assess its proposed move to BlackRock
A record £1.13bn was invested in VCTs the 2021/22 tax year and £1.08bn invested in the 2022/2023 tax year
While many plan to have a more global allocation, according to Aeon Investments study
77% invested in ‘fractional’ products
The new programme opens its doors for cohorts in September 2024
The head of the firm’s investment specialist team discusses AI, the rise in bond yields and a mixed picture for economic growth
Move follows £80m fundraise last year
While tech was the standout performer in 2023, investors in China funds had contrasting fortunes
Glaister to join as partner for Leeds office investment management team
See you in 2024!