Evelyn Partners names former Close Brothers man as head of intermediaries
He joins with close to 40-years of experience in the wealth management industry
News
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Analysis: Do performance tools really measure up?
Tools have made life easier for advisers selecting and running MPS on their platforms, but what about measuring MPS performance more broadly?
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US Smaller Companies top November charts following election
Latin America and China worst-performing sectors for November
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St. James’s Place to cut 500 roles in cost reduction programme
SJP aiming to save £100m per year by 2027
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Ex-Ruffer investment director launches Lulworth Investment Management
Harry Sevier will offer Lulworth Investment Management via P1 Investment Services
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Skerritts rebrands to Shackleton and adds four new firms to network
Acquires Save & Invest Group, Fleming Financial Limited, Robson Lister Limited and Shorts Financial Services
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PEOPLE MOVES: Evelyn Partners, Abrdn, Artemis, HSBC, Liontrust
Kate Morrissey joins as head of asset allocation
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Close to all advisers forced to apologise for poor platform service
Parmenion’s 2024 ‘The Impact of Poor Platform Service’, reveals worsening service
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FCA lays out proposed changes to enforcement process
Four significant changes have been made to the FCA’s plans in response to feedback
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Impax full-year results: Net outflows reach £5.8bn but AUM remains steady
Outflows increased by 6,204% compared to 2023
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St. James’s Place to exit property market after 20 years
Decision to shutter its property funds follows a ‘challenging period’ for the sector as a whole
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Balancing act: Are concentrated markets good for long-term gains?
Morningstar’s Michael Born discusses whether there is any longevity in returns being generated by a few market leaders