Defaqto reveals top 10 most recommended multi-asset strategies and MPS
Rankings formed using data from Engage adviser research software
News
-
-
Blacktower granted full licence in Dubai as it launches US insurance unit
Blacktower Insurance Services launched in Orlando, Florida
-
Succession Wealth buys Plymouth-based DFP
The firm brings £165m of client assets with it
-
Mattioli Woods eyes ‘robust acquisition pipeline’ as assets inch down to £15.2bn
Group revenue up 8% to £59.1m in the second half
-
Loomis Sayles £1.1bn US Equity Leaders fund tops Bestinvest December buylist
Fundsmith Equity falls to fifth place
-
Söderberg & Partners makes further IFA purchases
Swedish financial adviser makes fifth and sixth IFA acquisitions in the UK
-
Evelyn Partners’ Seager-Scott to exit for Mazars CIO role
Ben Seager-Scott joined Bestinvest in 2011
-
What does 2024 hold in store for the wealth management industry?
Firms should prepare for three critical influences this year
-
Canada Life’s Sriharan: The rules of engagement on asset allocation have changed
Multi-asset manager discusses defensive plays, generating long term alpha, and fixed income allocation
-
A broadening market: Will the Magnificent Seven continue to motor in 2024?
Mega cap tech stocks led the way in 2023, but market performance widened in the final two months
-
How to seek refuge from oil price spikes
Investors warned of the implications of rising oil prices
-
CIO Edward Park leaves Brooks Macdonald
Departs after 15 years at the firm