Lipper: Bonds attract €24.5bn amid rate cut anticipation
Equities also attracted over €18bn
News
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Morningstar says UK multi-asset portfolios have recovered 2022 losses
Equity-leaning 60-80% equity and 80%-plus equity performed the best
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Alliance Trust joins forces with Witan in UK’s largest-ever investment trust merger
The merger is the result of Witan CEO Andrew Bell’s impending retirement
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Advisers should expect ‘surge in new clients’
Investec Wealth & Investment found many stockmarket investors considering seeking advice
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Oakglen Wealth teams with Toscafund on IHT service
Featuring an Alternative Investment Market (Aim) model portfolio
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Women value ‘personal service’ from wealth managers more
JM Finn publishes report entitled Wealth in Women’s Hands
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Just 1% of advisers say they have ‘very effective’ tools to review ESG and climate risk
Seen a dramatic increase in clients focusing on ESG credentials in their investment portfolios
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Tillit removes five funds following manager shifts
Two funds remained in universe following review
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Morningstar: ESG funds are cheaper than conventional strategies
Funds that converted to ESG strategies lowered their costs by 20 basis points on average
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The challenges of the British Isa
Simplify Consulting’s Jayne Brown looks at whether, despite the political fanfare, there really is a strong business case for the British Isa
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Andrew Shepherd to retire as Brooks Macdonald group CEO
CFO Andrea Montague will become group CEO from October this year, subject to regulatory approval
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Morningstar: Europe-domiciled equity funds register €30bn net inflow in May
Best month for the asset class so far this year