PEOPLE MOVES: Schroders Personal Wealth, Oberon Investments
Two professionals added to client office senior leadership team
Schroders
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Schroders Personal Wealth drops multi-manager model
Adopting a single manager approach on the £14.3bn fund range is ‘the most appropriate strategy going forward’
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Analysis: Could Model Portfolio Services lose their crown to funds of funds?
Implementation issues and possible changes to CGT see more investors looking for alternative strategies
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Future Growth Capital to boost UK private markets with new LTAFs
Its aim is to ‘promote the UK’s private markets ecosystem, further enhancing the UK as an attractive destination for international investors’
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Schroders: Global equities and private equity favoured despite election-heavy year
Global investors are looking through the ‘short-term noise’
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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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Schroders Personal Wealth: One in three women saving less than £100 a month
Only 15% of men are not reaching this threshold
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Analysis: To home bias or not to home bias?
After a decade of being seen as a poisoned chalice, good valuations and a wave of M&A activity are helping revive UK markets
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Schroders receives approval for LTAF aimed at UK wealth market
Schroders Capital Wealth Solutions LTAF will be available as an OEIC
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PEOPLE MOVES: Aegon AM, Schroders, Abrdn, Amundi, Lazard AM, Goodhart Partners, Jupiter AM
Richard Oldfield steps into CEO role
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PEOPLE MOVES: Schroders, 7IM, Evelyn Partners, C. Hoare & Co, Canaccord Genuity WM
Schroders reported to have lined-up new CEO
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Look, but don’t touch: Do investment apps encourage money movement?
SJP’s Wiggins: ‘Much like we might limit our child’s screen time, most investors should do the same with their investment apps’