AJ Bell posts 22% AUA increase despite ‘unhelpful’ Budget uncertainty
Investments arm saw £1.5bn net inflows in the year to 30 September
News
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Schroders: Global equities and private equity favoured despite election-heavy year
Global investors are looking through the ‘short-term noise’
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St. James’s Place: Steady net inflows lead to record funds under management
Gross flows for Q3 came in at £4.4bn, 20% higher than over the same period last year
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Nearly half of advisers see the ‘great wealth transfer’ as an existential threat
Natixis estimates $84trn worth of assets are set to be passed on over the next 20 years
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‘Bittersweet’ 4.1% state pension rise confirmed as inflation dips
Payments to increase from £169.50 to £176.45, or £9,175.40 a year
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Brooks Macdonald: Outflows remain steady amid Budget uncertainty
Net outflows for Q1 stood at £0.1bn, representing 0.7% of funds under management
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Quilter reports 50% uptick in year-on-year net flows for Q3
Core net inflows of £1.5bn, representing 5% of opening assets under management and advice
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UK inflation falls below target for first time in three years
Conditions appear ‘ripe for another rate cut’, according to industry commentators
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AJ Bell warns capital gains reset upon death and IHT reliefs at risk in the Budget
A big increase in CGT rates could backfire
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Nine in 10 professional investors foresee shift from equities to fixed income
Wealth managers and institutional investors plan to lock in gains from strong equities performance
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AIC: Interest in ESG investing falls for third year running
48% of private investors consider ESG factors when investing, according to the annual ESG Attitudes Tracker
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Tatton Asset Management: Record inflows lead to 26.6% AUM increase
Full half-year results to be released on 13 November