Square Mile launches passive model portfolio range
Six options with varied risk/return profiles
Square Mile
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Wealth consolidator snaps up Square Mile
Research and consultancy firm will continue to operate under its own brand
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PEOPLE MOVES: Evelyn Partners, Globaleye, M&G
Wealth manager names CEO, as advice group hires director of wealth planning
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PEOPLE MOVES: Vontobel, Lazard AM, Progeny
CEO to leave financial services giant, while chief executive of Middle East steps down from asset manager
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Advisers set sights on capital accumulation funds
‘Many UK equity managers consider the market to be offering particularly good relative value’
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Adviser eyes turn to income strategies
While capital accumulation funds remain the most viewed on Square Mile’s Academy of Funds
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Aegon Diversified Monthly Income
A multi-asset fund seeking to provide a steady and rising level of income with the potential for some capital growth. Watch the Talking Factsheet for the Aegon Diversified Monthly Income fund with Alex Farlow, Head of Risk Based Solutions Research.
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Capital accumulation still in vogue
While Baillie Gifford was the most searched company on Square Mile’s Academy of Funds
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Drop in adviser demand for inflation protection products
But they have looking at strategies to combat environment of tightening interest rates
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Responsible investing not a compromise on returns, advisers say
But they lament the complexities around sustainable strategies
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Inflation protection fast becoming a hot topic for advisers
As Square Mile report shows the hunt for income is becoming less of a priority
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PEOPLE MOVES: Fairstone, Novia, Stonehage Fleming
Financial planning firm makes c-suite change, as platform hires strategic partnerships director