Markets on a knife-edge as tariff headlines prompt wild swings and Treasury yields jump
Speculation mounting that Federal Reserve chair Jerome Powell will be compelled to take some action
News
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Nine in 10 advisers involve clients’ family in ‘great wealth transfer’ planning
Research by Quilter Cheviot and the Lang Cat
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FCA’s targeted support framework could be neither well-targeted, nor very supportive
Unless behavioural differences are taken into account, the framework risks offering solutions that are only superficially suitable, writes Greg B Davies
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Quilter Cheviot names new head of proposition
Formerly of HSBC Private Bank
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In a volatile world, diversification must go beyond 60/40
There is a growing consensus that a portfolio split between public equities and bonds is no longer enough in today’s markets
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SJP’s Justin Onuekwusi: Why now is the time to revisit portfolio resilience
The CIO recommends a greater focus on defensive areas and diversified opportunities outside the US
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VCTs see third best fundraising year on record
Figures complied by Association of Investment Companies
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Markets bounce on Trump trade deal hopes
Optimism stems from indications countries have approached the US government in search of a deal
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Oxford Risk launches ‘Investor Personas’ client behaviour tool
Designed for integration into existing platforms
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Calastone: Investors pull record £3.5bn from UK equities in Q1
While UK equity funds posted their worst ever quarter for net flows
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Former Hargreaves veteran Lee Gardhouse returns to industry with Moai Wealth
Will be joined by a team including Jessica Miller
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Aviva Investors bolsters UK Wealth team with two senior hires
Hayley Randell joins as head of UK advisory distribution and James Clarke joins UK IFA team as strategic partners director