PEOPLE MOVES: Evelyn Partners, Abrdn, Artemis, HSBC, Liontrust
Kate Morrissey joins as head of asset allocation
HSBC
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Evelyn Partners hires HSBC AM’s Morrissey as asset allocation head
Will head up Evelyn Partners’ macroeconomic and quantitative strategy teams
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HSBC tops Defaqto’s 10 most recommended multi-asset funds list
The top 10 features the same funds as in Q2 but in a different order
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CCLA mental health benchmark reveals limited progress over past year
As CCLA reveals that only 12 out of 119 companies have improved performance since last year
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PEOPLE MOVES: 7IM, EQ Investors, Legal & General, HSBC AM, M&G
Double hire at 7IM
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Fundsmith Equity drops off interactive investor buylist for first time
Fundsmith had featured on every monthly most sold list since interactive investor began tracking the data in 2018
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Fairview’s Yearsley: August yields ‘mixed bag’ for fund trends
August marked by rate cut discussions and selloff at beginning of month
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UK dividends reach all-time high in Q2
Dividends were up 11.2% to a record-breaking £36.7bn, with UK banks more than making up for miners’ shortfalls
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Baillie Gifford, Allianz and GAM funds lose ratings in Square Mile rebalance
One new fund and one investment company also enter the Academy
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PEOPLE MOVES: Vanguard, Evelyn Partners, HSBC AM, Jupiter, Liontrust
Salim Ramji chosen to succeed Tim Buckley
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Square Mile admits eight to Academy of Funds, drops two
Mercantile Investment Trust amid new class of funds to be awarded ratings
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PEOPLE MOVES: SJP, Square Mile, RLAM, Aviva Investors, HSBC
Kunal Oak joins SJP