PEOPLE MOVES: Beechtree Capital, Guinness Global Investors, JPMorgan American Investment Trust, Ruffer
Rob Burdett has agreed to chair a newly-formed advisory committee
News
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Schroders’ Benchmark Capital snaps-up Huddersfield-based advice firm
Directly authorised firm of four advisers with £200m of client assets
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Platforms Association expands board with four new members
New members to the industry trade body include AJ Bell CEO Michael Summersgill and Nucleus CEO Richard Rowney
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Lumin Wealth acquires Professional Financial Centre
The deal will add over £50m of assets under management
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‘Momentum remains dismal’: UK GDP increases by 0.1% in Q4 2024
An upside surprise versus consensus forecasts of a 0.1% fall
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Jupiter makes foray into active ETFs
ETF to focus on global government bonds
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Evelyn Partners books £600m net inflow as record £2.6bn comes in
Assets under management closed the year at an all-time high of £63bn
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Dynamic Planner launches AI-based ‘5 second’ client reports
An ‘early adopter programme’ was rolled out today, 12 February
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The PA Adviser Profile: Past, present and future with Yoram Lustig
In the first of a new series Yoram Lustig discusses his early career, the challenges of multi asset investing and his outlook for the adviser space
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Square Mile reintroduces Jupiter UK Dynamic Equity fund into Academy ratings
While a handful of multi-asset funds received re-ratings in the update for January
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Evelyn Partners sustainable MPS sells down four funds
Replaced by three new funds
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Shackleton acquires Norfolk-based Harrold Financial Planning
The takeover brings in around £300m of assets under management