PEOPLE MOVES: Close Brothers AM, Brown Advisory, Fidelius, Sumitomo Mitsui
Close Brothers makes further hire from Investec
News
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Orbis and Schroder funds added to Scopic Multi Asset Research Service
Orbis Oeic Global Cautious fund and the Schroder Global Multi Asset Portfolio
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Söderberg & Partners launches MPS for advisers as it takes stake in Fidelius
Fidelius confirmed FCA approval has been received
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ARC: CIO sentiment to risk assets turns positive
Survey of 100 CIOs finds Japan, healthcare and gold received the most positive sentiment shift
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No bulls in the China shop?
Wellington’s John Mullins looks at the pros and cons of investing in Chinese equities
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RSMR cuts ratings for six funds in March review
The Abrdn Asia Pacific Equity and Baillie Gifford Global Discovery funds had ratings stripped over performance concerns
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Advice suitability complaints rising and upheld more often – Oxford Risk
41% of complaints against financial advisers in 2022/23 were upheld
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Increasing investor engagement with personalised behavioural interventions
Oxford Risk’s Greg Davies writes how technology can help advisers adopt a more personal touch with investors
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FE Fundinfo: March top 10 dominated by gold funds
Commodities and natural resources on top for sector average
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Thematics AM CIO: Three top investment themes to target
Karen Kharmandarian spoke to PA Adviser at the 2024 Natixis investment conference
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Woodford investors to receive initial £185.7m distribution
Redress to be paid out today, almost five years on from fund’s initial suspension
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Advisers expect UK equities to bounce back and property to struggle
200 advisers interviewed by Opinium for Aegon report