PEOPLE MOVES: CII Group, AJ Bell, UBS
A chief executive steps down as investment platform makes senior hire
Evelyn Partners
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Evelyn Partners Sustainable MPS adds to two global equity fund positions
Swapping out Impax Environmental Markets Investment Trust for open-ended sister fund
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IHT receipts reach £3.9bn
A £400m increase from the same period last year
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Evelyn Partners Core MPS team increases government bond exposure
Shift will result in a decrease in corporate bonds and alternative assets
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UK taxman collects £2.6bn from IHT receipts in 3 months
Bereaved families are ‘increasingly filling government coffers’ due to frozen thresholds.
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Evelyn Partners adds 10th firm to succession programme
Deal grows the wealth manager’s footprint across the UK
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Inheritance tax receipts reached £2bn between April and June
A £200m increase from last year
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PEOPLE MOVES: EFG Int’l, Old Mill, Omnis Investments
Financial services group names CEO of private bank, as wealth manager makes c-suite change
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DWP unveils digital midlife MOT for older Brits
Website will include a financial tool to help people understand what to prioritise before retirement
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Charles Stanley rolls out financial coaching service
As Evelyn Partners launches digital hybrid platform to boost its financial wellbeing offering
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PEOPLE MOVES: AssetCo, Bravura Solutions, SS&C Hubwise
CEOs to leave wealth consolidator and tech firm
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Evelyn Partners adds ninth advice firm to succession programme
Deal bolsters the wealth manager’s footprint in Scotland