Evelyn Partners adds £200m of assets ‘despite Budget uncertainty’
Total asset up 12.8% versus the £55.6bn logged on 30 September 2023
News
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Morningstar: Thematic fund assets double in past five years despite volatility
In 2024, fund closures outpace launches
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AJ Bell: 99% of advisers have clients worried about Budget changes including CGT raise
The platform is calling on the government to commit to a ‘Pensions Tax Lock’
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Pensions minister says MoneyHelper dashboard to be available before commercial options
Pension schemes must connect to the dashboard ecosystem by October 2026
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Are UK finances at ‘breaking point’ ahead of the Autumn Budget?
Industry anticipates budget moves in light of UK borrowing reaching £16.6bn for September
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Söderberg & Partners says UK advice market a ‘top strategic priority’ as it takes stakes in more firms
‘Numerous attractive businesses’
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Analysis: Could Model Portfolio Services lose their crown to funds of funds?
Implementation issues and possible changes to CGT see more investors looking for alternative strategies
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Future Growth Capital to boost UK private markets with new LTAFs
Its aim is to ‘promote the UK’s private markets ecosystem, further enhancing the UK as an attractive destination for international investors’
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Thinking Ahead: Largest asset managers grow AUM by 12.5% in 2023
Passive strategies reach over a third of AUM for largest asset managers
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BofA: Investor optimism surges on back of rate cuts and soft landing hopes
Managers have upped equity and lowered bond allocations at a record rate, according to the BofA October global fund manager survey
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PEOPLE MOVES: Royal London, Nedgroup, Legal & General, AXA IM
Ian McLeod joins from M&G Wealth
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HSBC tops Defaqto’s 10 most recommended multi-asset funds list
The top 10 features the same funds as in Q2 but in a different order