PEOPLE MOVES: Brooks Macdonald, Close Brothers, Canaccord Genuity WM, Rathbones, LGIM, JPMorgan AM
Andrew Shepherd to retire
Rathbones
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Advisers should expect ‘surge in new clients’
Investec Wealth & Investment found many stockmarket investors considering seeking advice
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Adviser exodus looms with half planning to retire in the next five years
One in three said they intend to retire before age of 50
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Rathbones: 81% of investors expect UK equity growth over next year
Survey among wealth managers, financial advisers and financial planners
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Nine in 10 advisers expect sector M&A to accelerate
Smaller companies finding it increasingly harder to compete
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Head to head: Lost property
Rogier Quirijns of Cohen & Steers and Rathbones’ Craig Brown on the outlook for the property sector
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Investec W&I suffers £600m net outflows following investment manager departures
Offset Rathbones’ positive wealth management inflows over the quarter
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A third of advisers’ clients signed up for their advice in last two years
Researchers also found 56% of clients wish they had started earlier
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Tatton tops Defaqto DFM satisfaction study
Brooks Macdonald and Waverton Investment Management also performed well
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Investec gives projected profit increase ahead of Rathbones merger
Full-year results expected 23 May
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The asset allocator diary: David Coombs
A week in the life of David Coombs, head of multi asset at Rathbones, week commencing 12 February
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Head to head: The prospects for global equities in 2024
As inflation falls while geopolitical risk rises, Alison Savas of Antipodes Partners and Rathbones’ David Coombs talk about what investors should expect from global equities this year