Evelyn Partners MPS team exits JPM fund and sells down Federated Hermes EM mandate
JP Morgan US Equity Income and Hermes Global Emerging Markets funds switched for BNY Mellon and Baillie Gifford offerings
News
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FundCalibre awards Elite rating, puts two on Radar
Invesco Bond Income Plus Limited trust given Elite rating
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FCA charges nine finfluencers over unauthorised investment scheme
Defendants will appear in court on 13 June
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Church House’s Mahon: Cheap UK equities may be at a turning point
‘Time to be a shade contrarian’
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74% of UK investors race to buy bonds ahead of rate cuts
Investors are scurrying to lock in decade-high yields before rate hikes bring then down to earth
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PEOPLE MOVES: Vanguard, Evelyn Partners, HSBC AM, Jupiter, Liontrust
Salim Ramji chosen to succeed Tim Buckley
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‘Back to the Dark Ages’: Industry calls for FCA consultation amid trust test-taking woes
Platforms requiring retail investors to undertake knowledge tests before buying certain trusts is bruising the already-ailing sector
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Head to head: Lost property
Rogier Quirijns of Cohen & Steers and Rathbones’ Craig Brown on the outlook for the property sector
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Institutional investors double their equity exposure over the past year
Equity holdings in multi-asset funds surpassed their long-term average
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FCA charges trio with fraud over CFD scheme targeting pensions
Total known sum lost was £8m
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Evelyn Partners hires financial planning head for Bournemouth office
Danielle Pearce joins the firm
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Pimco: Multi-asset investors should expect regional divergence
Firm sees a ‘target-rich environment’ for multi-asset portfolios