PEOPLE MOVES: Vanguard, Evelyn Partners, HSBC AM, Jupiter, Liontrust
Salim Ramji chosen to succeed Tim Buckley
Vanguard
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Square Mile admits eight to Academy of Funds, drops two
Mercantile Investment Trust amid new class of funds to be awarded ratings
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Morningstar appoints director of UK manager research
Monika Calay was previously director of passive strategies research
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Tatton, Timeline and AJ Bell top Defaqto MPS rankings
Data drawn from users of Defaqto Engage
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PEOPLE MOVES: Vanguard, Quilter Cheviot, Federated Hermes
Jon Cleborne to succeed Sean Hagerty
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UK model portfolio sales outstrip overall fund sales
Tatton Investments ranks as best-selling model provider for the period
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Morningstar: Appetite for equities and fixed income continues in February
According to EU Fund Flows report for February
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Vanguard rolls out hub for UK advisers
Vanguard 365 provides a range of educational content and events
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Aussie regulator starts civil penalty proceedings against Vanguard
Accusing the asset manager of ‘misleading conduct’ in relation to claims about ESG
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UK financial planning firm launches DFM arm
In collaboration with Vanguard and Redington
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Vanguard to shutter financial planning service
It was launched in April 2021 at the cost of 0.79% per annum
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‘Misleading’ tobacco claims land Vanguard with greenwashing fine
Firms ‘must be able to substantiate the full exclusion’ of investments