PEOPLE MOVES: Evelyn Partners, Canaccord Genuity WM, M&G, Vanguard, Time Investments, GAM, Edentree
Evelyn Partners bolsters Surrey office
Time Investments
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PEOPLE MOVES: 7IM, Cannacord Genuity WM, Allianz GI, Liontrust, Time Investments
7IM names head of platform
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Four in five advisers expect more use of business relief and Aim stocks
60% of respondents said clients over 50 would benefit from business relief options
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Three quarters of advisers expect real estate allocations to rise
200 professionals working for clients with over £200,000 were quizzed
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Three quarters of advisers eyeing larger real assets allocations
70% of the professionals questioned predicted a challenging investment environment this year
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Time Investments: Clients eye alternatives but barriers to increasing allocation remain
Survey of DFMs and fund selectors highlighted a lack of ‘expert’ alts fund managers as a concern
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IFA market set for mass client switching due to wealth transfer
Just 48% of inheriting Brits have a relationship with an adviser used by family members
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PEOPLE MOVES: M&G, Aviva Investors, TIME
Savings giant hires life insurance CEO, as asset manager names global head of distribution
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Over half of UK adults do not have a Will
Brits warned IHT bills will be sky high if there is no estate plan in place
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PEOPLE MOVES: Quilter Investors, London & Capital, Arbion
Investment firm names head of responsible investment, while wealth manager hires executive director
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PEOPLE MOVES: Value Partners, Nutmeg, Brooks Macdonald Int’l
Asset manager names chief executive, as CEO steps down from digital wealth firm
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Time Investments rolls out IHT hub for advisers
Wealth transfer presents a ‘unique opportunity’ for financial planners