PEOPLE MOVES: St James’s Place, Quilter, Newton IM, Ortec Finance, M&G, Morningstar
Former Schroders head of UK moves to SJP
Ortec Finance
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Two thirds of advisers predict strong growth in clients
Researchers also found investment in technology is improving efficiency
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Two thirds of advisers say they need to improve asset class forecasting
Eight in 10 expect their company to invest more in performance forecasting
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Just 1% of advisers say they have ‘very effective’ tools to review ESG and climate risk
Seen a dramatic increase in clients focusing on ESG credentials in their investment portfolios
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Four in five advisers say clients broadening range of assets held
Advisers said clients are building ‘more international and diversified portfolios’
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Ortec Finance: 8% of advisers and wealth managers believe company will not meet Consumer Duty deadline
FCA Consumer Duty compliance deadline 31 July