Fulcrum to launch private markets LTAF
LTAF to be offered with a flat fee launching 29 November
Wealth Management
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Simplify: How wealth firms can improve vulnerable client strategies
Firms are not doing enough to support customers with vulnerabilities, writes Jayne Brown
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Canaccord Genuity completes acquisition of Cantab Asset Management
Investment professionals and support staff at Cantab will keep existing roles
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GraniteShares: 85% of wealth managers say FTSE 100 will close higher this year than 2023
Nearly half of wealth managers report 25% to 50% of client investments this year were into UK stocks
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AIC: More wealth managers willing to go off buy list for investment trusts
Discounts cited by over 80% as reason to buy
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Brooks Macdonald sells international arm to CGWM as it seeks to simplify business
‘We are redefining our strategy to reignite growth’, incoming CEO Andrea Montague said in the firm’s annual results
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St. James’s Place discusses ‘future strategic focus’ in H1 results
Plans for cost base reduction aim to reach full run-rate savings of £100m by 2027
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Using AI in wealth management: Best practices
Oxford Risk’s Greg Davies on the opportunities and pitfalls of AI
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FE Fundinfo enters strategic partnership with GPTadvisor
The new partnership will use generative AI to enhance productivity and efficiency
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EFG Private Bank launches Independent Asset Management platform for UK
Head of independent asset managers UK Ian Wright to oversee
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Just 1% of advisers say they have ‘very effective’ tools to review ESG and climate risk
Seen a dramatic increase in clients focusing on ESG credentials in their investment portfolios
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Labour unveils manifesto targeting ‘wealth creation’ as top priority
However, commentators warn the lack of a concrete commitment to not raise CGT could concern investors