Lipper’s John: US equity investors buck the active-to-passive trend
Of £21.3bn of UK investors’ money in US equity funds, only £167m has gone to trackers in the last year, writes Lipper’s Dewi John
News
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CISI names new paraplanner group chair
He takes over from Dan Atkinson who steps down after five years
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Women saving £80,000 less for retirement than men
Men over 55 have £209,000 saved on average, compared to £128,000 for women
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Analysis: Is the game up for active management?
Only 31% of active managers outperformed a passive alternative in 2024
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Brooks Macdonald and Rathbones make distribution hires
James Goward and Ben Johnson join Brooks Macdonald, while Rathbones has hired Schroders’ Kim Nelson
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Pantheon’s Steers named in King’s New Years Honours list
Pantheon’s Helen Steers, M&G chair Edward Braham and TheCityUK CEO Miles Celic received honours
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UK retail equity ownership the lowest in the G7 as abrdn urges action
abrdn has called on the government to address the UK’s risk culture and boost retail participation in financial markets
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Sarah Soar to depart Hawksmoor parent company
Michael Bishop to become managing director of investment management
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CIOs name trade wars and concentration risk as 2025’s top concerns
ARC market sentiment survey also found inflation to be among CIOs top risks for the coming year
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30 Years of VCTs: A legacy of supporting UK growth
VCTA’s Chris Lewis looks at how VCTs have delivered on their promise since launch in 1995
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Yearsley: Financials ‘surprise winner’ of 2024
Latin America plummets over 25% in the year
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PEOPLE MOVES: Evelyn Partners, Aegon, Quilter Cheviot, the CISI, Jupiter AM
Associate director added to London financial planning team