PEOPLE MOVES: St James’s Place, Quilter, Newton IM, Ortec Finance, M&G, Morningstar
Former Schroders head of UK moves to SJP
Seven Investment Management’s Justin Urquhart-Stewart is on a personal crusade to promote financial literacy. He sees parallels between financial professionals use of jargon and the perception in schools that maths is hard. He argues they fuel an unjustified mystique around aspects of financial planning, which is driving clients away. Here are his four bugbears:
Former Schroders head of UK moves to SJP
Investors removed £1.4bn from UK equity funds in February while adding £496m to increasingly volatile US funds
Rob Burdett discusses his early career, his move to Nedgroup Investments, and his plans going forwards
China, Japan, India, Vietnam facing highest tariffs
Darius McDermott, managing director of Chelsea Financial Services, lays out his thoughts
Underpinned by regulatory pressures and retirements