PEOPLE MOVES: LGIM, Fidelity International, Premier Miton, Hipgnosis
Steven de Vries has exited
News
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Carne: Private markets due for expansion, but access and regulation barriers remain
Over 75% of wealth managers report losing clients due to lack of adequate private market access
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Using AI in wealth management: Best practices
Oxford Risk’s Greg Davies on the opportunities and pitfalls of AI
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One in five clients leave wealth firms due to complaint handling
Complaints procedures ‘still leave a lot to be desired’
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Calastone: Equity fund flows have their best six months on record
They raked in £11.4bn in the first half of the year, with UK investors favouring US and global funds
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Martin Currie CIO: Things can only get better for UK equities?
Michael Browne lays out his expectations for the second half of the year
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Breaking concentration: Big picture thinking with small-cap equities
Wellington multi-asset investment director John Mullins considers the biggest risk factor for equities investors
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Less than half of UK investors are happy with portfolio performance
Respondents said geopolitics and economics were ‘more turbulent than at any other time in the past decade’
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Dynamic Planner adds Omba MPS to risk ratings
Eight Omba portfolios are now profiled
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BNY Mellon’s Parkin: A natural response to the FCA’s retirement review
Advisers need to utilise a suite of solutions to meet clients’ needs, writes BNY Investments’ Richard Parkin
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AJ Bell: The five key trends driving UK and US shares
Valuations are rich but there are reasons to believe further gains are coming
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EuroFSS: UK fund selectors reduce exposure to private equity
While investments in private equity grow across Europe