PEOPLE MOVES: AJ Bell, the CISI, Mirabaud AM, RLAM, Allfunds, Stonehage Fleming IM
The platform makes two appointments
Allfunds
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Allfunds expands platform partnership with Rathbones
First partnered with Rathbones Investment Management International
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Harnessing data is key to meeting clients’ increasingly complex demands
Tom Wooders, UK country head at Allfunds, explains
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FE Fundinfo names former Allfunds executive as chief product officer
Joerg Grossmann takes on the role
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What does 2024 hold in store for the wealth management industry?
Firms should prepare for three critical influences this year
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Allfunds rolls out private assets investment platform
Wealthtech company launched a dedicated team to help distributors access the asset class earlier this year
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Wealthtech firm creates alternatives offering
Following demand for better access to private markets
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Investment company withdraws €5.5bn offer for wealthtech firm
Proposal was seen as ‘inadequate’
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Global wealthtech firm in ‘active discussions’ over €5.5bn sale
There is no certainty that a deal will be agreed
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PEOPLE MOVES: Brooks Macdonald, Rathbones, Allfunds
CFO and COO to leave wealth manager, as investment firm hires chief client officer
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Allfunds buys London-headquartered ESG platform
Acquired firm creates multi-asset and multi-manager portfolios
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Allfunds buys European wealthtech provider for €145m
Deal bolsters its multi-asset capabilities