Brooks Macdonald: Outflows remain steady amid Budget uncertainty
Net outflows for Q1 stood at £0.1bn, representing 0.7% of funds under management
model portfolio service
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ARK Invest launches tech and innovation portfolio with eToro
Equally-weighted model portfolio solution comprising seven ARK Invest funds
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ISS: Model portfolio sales quiet in first half of 2024
Nearly two in five advisors using model portfolios depend on them for over 75% of their business
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Hawksmoor temporarily suspends sustainable portfolios in anticipation of SDR amendments
The firm is awaiting the FCA’s decision on proposals regarding extending SDR to apply to portfolio managers
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Quilter Cheviot reduces MPS fees
MPS added to platforms from Aegon and Nucleus
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Columbia Threadneedle’s Scott Spencer joins Square Mile as investment director
Spencer left Columbia Threadneedle alongside Kelly Prior and Rob Burdett earlier this year
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FCA releases proposals to expand SDR to wealth managers
The regulator has made adjustments to requirements for portfolio management services following industry feedback
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Hawksmoor’s Philbin: We want to be the ‘Intel Inside’ for advisers
CIO of Hawksmoor Investment Solutions, Richard Philbin, discusses the need for ‘Wealth Management 2.0’
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Pre-tax profit increases by 18% for Brooks Macdonald in half-year results
However, International arm of the business is undergoing strategic review
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Evelyn Partners MPS enters position in Baillie Gifford Emerging Markets Leading Companies
Positioned highest risk model for the potential of an improved market outlook in Asia and emerging markets
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Introducing PA Adviser
Focus will be on UK financial advice businesses
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What will the capital gains tax changes mean for MPS investors?
CGT changes could generate another £1.2bn for the Treasury by 2025