Latest Stories
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Industry
7IM adds quantitative strategist to investment team
He will focus on enhancing 7IM’s quantitative approaches to tactical asset allocation
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Industry
Titan Wealth continues on acquisition trail with AHR deal
AHR will be rebranded as Titan Wealth International
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Investment
Wisdomtree’s Pierre Debru: Are magnificent seven gains finally about to rotate?
A few catalysts may be aligning
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Industry
VCTs: Resilience and future prospects
VCTA’s Chris Lewis looks at the appeal of VCT’s even in turbulent times
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Investment
Rathbones’ David Coombs weighs in on a second Trump presidency
Coombs outlined the challenges and the assets that could do well
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Industry
Brooks Macdonald hires former Rathbones man as head of adviser solutions
He will lead the firm’s outsourced investment management offering for IFAs
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Investment
How to adjust to the new normal for interest rates
SJP’s CIO Justin Onuekwusi looks at the challenges investors are facing
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Industry
Clients ‘very concerned’ about their adviser retiring soon
Many advisers are expected to retire over the coming five years
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Industry
PEOPLE MOVES: Sparrows Capital, L&G, Nuveen, Liontrust, GQG, Callanish Capital, Wealth Club
Sparrows makes hire from 7IM
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Investment
Two thirds of advisers say they need to improve asset class forecasting
Eight in 10 expect their company to invest more in performance forecasting
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Industry
Concern for regulation drops in year following Consumer Duty
Increased concern over retaining existing clients and technology
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Industry
More than half of advisers upping their AI spend
AI used to enhance internal processes rather than for client services
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Industry
Vanguard launches research centre to help advisers with ‘great wealth transfer’
The centre will offer insights on investing, portfolio management and financial planning
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Investment
Premier Miton’s David Jane: No-one wants to talk about portfolio construction
“My job title is fund manager, not stockpicker”
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Industry
Abrdn launches cash management service for advisers
Featuring a range of fixed term deposit and notice day accounts
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Industry
A third of wealth managers struggling with three-month long onboarding
Only 13% of professionals surveyed said onboarding takes a week or less
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Investment
BlackRock MyMap growth shines light on rapid rise of multi-asset funds
The range has reached £1.84bn in asset value
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Industry
PEOPLE MOVES: Evelyn Partners, Canaccord Genuity WM, M&G, Vanguard, Time Investments, GAM, Edentree
Evelyn Partners bolsters Surrey office
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Industry
Titan and Tavistock heading for legal battle as multi-asset partnership implodes
The firms had agreed a 10-year deal in 2021
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Investment
Two in three wealth managers still bullish on equities halfway through election-packed year
Sentiment towards equities has improved markedly over the past year
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Investment
Premier Miton’s Rayner: Will this year be a game of two halves?
Rayner considers whether a correction is due
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Investment
M&G warns of bumpy path and turbulence ahead for investors
Mid-year CIO outlook points to political uncertainty and rate cuts
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Industry
PEOPLE MOVES: LGIM, Fidelity International, Premier Miton, Hipgnosis
Steven de Vries has exited
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Investment
Carne: Private markets due for expansion, but access and regulation barriers remain
Over 75% of wealth managers report losing clients due to lack of adequate private market access
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Industry
Using AI in wealth management: Best practices
Oxford Risk’s Greg Davies on the opportunities and pitfalls of AI
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Industry
One in five clients leave wealth firms due to complaint handling
Complaints procedures ‘still leave a lot to be desired’
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Investment
Calastone: Equity fund flows have their best six months on record
They raked in £11.4bn in the first half of the year, with UK investors favouring US and global funds
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Investment
Martin Currie CIO: Things can only get better for UK equities?
Michael Browne lays out his expectations for the second half of the year
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Investment
Breaking concentration: Big picture thinking with small-cap equities
Wellington multi-asset investment director John Mullins considers the biggest risk factor for equities investors
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Investment
Less than half of UK investors are happy with portfolio performance
Respondents said geopolitics and economics were ‘more turbulent than at any other time in the past decade’
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Investment
AJ Bell: The five key trends driving UK and US shares
Valuations are rich but there are reasons to believe further gains are coming
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Industry
Men first use an adviser six years earlier than women
Research also looked at how people find an adviser
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Industry
The importance of Big Data in financial advice
Jason Dewar, head of research at Dynamic Planner, explains its increasingly crucial role
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Industry
PEOPLE MOVES: Brooks Macdonald, Close Brothers, Canaccord Genuity WM, Rathbones, LGIM, JPMorgan AM
Andrew Shepherd to retire
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Industry
Consumer Duty Alliance launches tool to help advisers meet FCA requirements
Teamed with tech platform Model Office
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Investment
Invesco adds income fund to Summit multi-asset range
Designed for clients seeking reliable income during retirement
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Investment
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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Industry
Advisers should expect ‘surge in new clients’
Investec Wealth & Investment found many stockmarket investors considering seeking advice
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Industry
Oakglen Wealth teams with Toscafund on IHT service
Featuring an Alternative Investment Market (Aim) model portfolio
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Industry
Women value ‘personal service’ from wealth managers more
JM Finn publishes report entitled Wealth in Women’s Hands
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Industry
PEOPLE MOVES: Square Mile, Tellworth, State Street
Square Mile snaps-up former BMO multi-asset manager
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Investment
Election prompts four in 10 investors to tweak portfolios
Only 13% looking to increase their investments in the UK market
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Industry
Oxford Risk teams-up with Intelliflo on suitability service for advisers
Service aims to improve client outcomes and help with Consumer Duty
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Industry
Quilter Cheviot launches service for ‘Big Four’ employees
Workers at Deloitte, KPMG, EY and PwC are eligible
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Industry
Adviser exodus looms with half planning to retire in the next five years
One in three said they intend to retire before age of 50
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Best Practice
Advisers need better ‘emotional intelligence and empathy’ report says
The Financial Advice Paradox report highlighted areas for improvement
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Investment
Robeco multi-asset team bolsters European equities allocation
US equities valuations ‘eye-wateringly high’
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Industry
PEOPLE MOVES: 7IM, Cannacord Genuity WM, Allianz GI, Liontrust, Time Investments
7IM names head of platform
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Investment
Tatton, Quilter and Timeline on track to dominate MPS market
Costs falling as money increasingly shifts into passives
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Industry
Quilter calls for urgent action on pension transfer troubles
Almost a year since ‘lacklustre’ review of regulations
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Industry
‘Advice gap’ grows in 2024 with 12.4m people falling in
The headline number includes 9.2 million ‘low confidence non-advised’ investors
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Industry
PEOPLE MOVES: Waverton IM, Axa IM, Jupiter, Schroders, Boutique Capital Partners
George Bromfield joins Waverton
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Investment
UK investment giants: British Isa proposals could fall foul of Consumer Duty
Hopes that a Labour government will ‘drastically improve’ existing plans
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Investment
Four in five advisers say clients broadening range of assets held
Advisers said clients are building ‘more international and diversified portfolios’
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Industry
Parmenion adds hat-trick of MPS firms to platform
PortfolioMetrix, Elston Portfolio Management and Quilter now featured
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Industry
Aegon criticises UK Isa plans as consultation deadline nears
Firm said proposed product will fail to meet Government objectives
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Investment
ARC: Wealth managers unfazed by election-packed year
Average year-to-date performance up to 4.7%
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Investment
Premier Miton’s Rayner: Are defensive funds truly living up to their billing?
Multi-asset manager makes the case that defensive funds do not always make use of the best diversification plays
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Investment
How derivatives can offer protection from unpredictable markets
Jack Roberts, a fund manager at Atlantic House Investments, makes the case
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Industry
P1 Platform and Firenze to offer advisers loans backed by investment accounts
Provides clients with liquidity without having to sell investments
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Industry
PEOPLE MOVES: Abrdn, Premier Miton, Liontrust, Aviva Investors
Stephen Bird heads for the exit
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Industry
How AI can enhance investment strategies
Daniele Grassi, co-founder and CEO of Axyon AI, lays out how artificial intelligence is helping money managers
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Industry
Wealth Dynamix and Oxford Risk partner-up
Aiming to integrate behavioural science into the client lifecycle
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Industry
Nine in 10 advisers expect sector M&A to accelerate
Smaller companies finding it increasingly harder to compete
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Industry
7IM adds ‘trend following’ strategy to multi-asset range
7IM said trend strategies have delivered strong performance
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Investment
Premier Miton’s David Jane: Are income strategies really more risky?
Opinions have been clouded by the Global Financial Crisis
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Industry
AJ Bell platform assets hit £80bn as it reaches half million customer milestone
The firm brought 27,000 people on board during the six months
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Industry
PEOPLE MOVES: Evelyn Partners, Franklin Templeton, AllianceBernstein, CG Asset Management
Craig McGuire joins the wealth manager
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Investment
Liontrust’s Husselbee: We’re still bullish on equities but expensive areas at risk
Firm’s head of multi-asset outlines his views on the market
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Industry
Nucleus gets green light for Third Financial takeover
The move is part of Nucleus’ strategy of building scale
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Industry
IHT receipts up again as HMRC stays on track for £9.5bn by 2030
HMRC reported an IHT take of £700m in April
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Investment
Time for silver to outshine gold?
The precious metal has lagged gold significantly in recent months
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Industry
Harnessing data is key to meeting clients’ increasingly complex demands
Tom Wooders, UK country head at Allfunds, explains
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Industry
Evelyn Partners adds investment director to Jersey office
Craig McGuire joins the wealth manager
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Investment
Church House’s Mahon: Cheap UK equities may be at a turning point
‘Time to be a shade contrarian’
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Industry
PEOPLE MOVES: Vanguard, Evelyn Partners, HSBC AM, Jupiter, Liontrust
Salim Ramji chosen to succeed Tim Buckley
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Industry
FCA charges trio with fraud over CFD scheme targeting pensions
Total known sum lost was £8m
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Industry
Evelyn Partners hires financial planning head for Bournemouth office
Danielle Pearce joins the firm
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Investment
Pimco: Multi-asset investors should expect regional divergence
Firm sees a ‘target-rich environment’ for multi-asset portfolios
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Investment
Two thirds of advisers advising on cash after spike in client demand
Up 47% since a similar survey carried out in 2021
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Industry
Defaqto rolls out MPS performance comparison service
The firm says MPS Comparator is the first tool of its kind
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Industry
PEOPLE MOVES: PortfolioMetrix, Fidelity International, Artemis
Alex Funk to join PortfolioMetrix
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Industry
Four in five advisers expect more use of business relief and Aim stocks
60% of respondents said clients over 50 would benefit from business relief options
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Best Practice
How should risk tolerance assessments differ between accumulation and decumulation?
Oxford Risk’s Greg Davies digs into the key issues
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Industry
Justifying rates of return in cash flow modelling
Steph Willcox, head actuary at Dynamic Planner, delves into how advisers should tackle ‘justifiable rates of return’
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Industry
Aegon calls for pension dashboard rule change
Dashboards have the potential to create a ‘step change’ in pension engagement
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Investment
Nedgroup’s Louis Hutchings: US small caps simply cannot be ignored
Louis Hutchings, portfolio manager at Nedgroup, on the enduring appeal
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Investment
ARC: Inflation has set private client portfolios back to 2016 levels
Real wealth has fallen by 15% from 2021 peak
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Industry
Dynamic Planner rolls out DFM reports service for advisers
Performance for over 900 DFM MPS currently risk profiled has been added
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Industry
SJP hires former Aviva man as director of investment products
Kunal Oak joins with 22 years of experience
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Industry
Censuswide: Lower fees and client interest alignment are the most important boutique attributes
While research commissioned by Nedgroup Investments found ownership and structure was a particular risk
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Industry
BNY Mellon’s Parkin: The changing nature of retirement advice
Richard Parkin, head of retirement at BNY Mellon IM, outlines how client relationships have evolved
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Industry
FCA enforcement investigation proposal is ‘radical departure’ from norm, warns AIMA
In response to FCA’s proposal to release enforcement investigation information before a decision is made
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Industry
Brooks Macdonald partners with mental health charity for sportspeople
Wealth manager joining forces with Sporting Wellness
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Industry
LGIM launches MPS for IFA firm Apollo IM
Five tailored model portfolios options across risk levels
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Industry
A third of advisers’ clients signed up for their advice in last two years
Researchers also found 56% of clients wish they had started earlier
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Investment
Three quarters of advisers expect real estate allocations to rise
200 professionals working for clients with over £200,000 were quizzed
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Industry
PEOPLE MOVES: Schroders, Morningstar, the CISI, Liontrust, Wesleyan
Peter Harrison to retire next year
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Industry
Momentum Global IM launches passive MPS on three platforms
MPS rolled out on Abrdn, Aviva Investors and Quilter
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Industry
Redmayne Bentley acquires client assets from stricken Blankstone Sington
Liverpool-based wealth manager went into administration last October
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Industry
Quilter assets climb to £111.6bn as IFA inflows jump 400%
Review of appointed representative firms to commence shortly
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Investment
Premier Miton’s Rayner: Underestimate the persistency of trends at your peril
A ‘range of dynamics’ including geopolitical conflict are in play
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Industry
IHT receipts climb by £400m to record breaking £7.5bn
A continuation of the upward trend evident for two decades
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Industry
PEOPLE MOVES: Evenlode, Sarasin & Partners, Royal London AM, FE Fundinfo
Rob Harris named Evenlode CEO
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Industry
Hoxton Capital Management snaps-up two IFA firms
Alpha Financial Services and Bartholomew Financial Planning
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Industry
FE Fundinfo names former Allfunds executive as chief product officer
Joerg Grossmann takes on the role
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Industry
Titan Wealth buys Bristol-based adviser
Newly-acquired firm will rebrand to Titan Wealth Planning
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Industry
Söderberg and Partners continues UK expansion with stakes in four IFA firms
The Swedish wealth manager has now made investments in 11 UK firms
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Industry
Quintet partners with BlackRock to roll out multi-manager range
Follows the signing of a cooperation agreement between the firms
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Industry
Tatton, Timeline and AJ Bell top Defaqto MPS rankings
Data drawn from users of Defaqto Engage
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Industry
PEOPLE MOVES: Vanguard, Quilter Cheviot, Federated Hermes
Jon Cleborne to succeed Sean Hagerty
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Industry
Six advised platforms grab 60% of new business – Lang Cat
Gap between the largest platforms and their smaller rivals is growing
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Investment
Equities inflows accelerate in March as ‘risk on rotation’ continues – BlackRock
Inflows largely driven by cyclical buying
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Investment
Square Mile: Baillie Gifford and Fidelity fund ‘A’ ratings removed
While CT Global Social Bond has been inducted into the Academy of Funds for the first time
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Industry
Quilter Cheviot adds trio of financial planners to Jersey office
Gillian Schweppe, Matthew Fielding and David Lockhart join
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Investment
Bubble trouble: Is the stockmarket riding for a fall?
LGIM’s Emiel van den Heiligenberg weighs in on a key question
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Industry
Nearly all advisers say they expect use of DFMs to increase
Consumer Duty playing a role in driving the trend
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Industry
Gresham House’s Baronsmead VCTs raise another £50m
The round has brought total net asset value to circa £450m
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Investment
Risk appetite recedes despite rate cut expectations – State Street
Major central banks set to enter rate cutting cycles
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Industry
PEOPLE MOVES: Close Brothers AM, Brown Advisory, Fidelius, Sumitomo Mitsui
Close Brothers makes further hire from Investec
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Industry
Söderberg & Partners launches MPS for advisers as it takes stake in Fidelius
Fidelius confirmed FCA approval has been received
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Industry
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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Best Practice
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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Investment
FE Fundinfo: March top 10 dominated by gold funds
Commodities and natural resources on top for sector average
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Investment
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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Investment
Advisers expect UK equities to bounce back and property to struggle
200 advisers interviewed by Opinium for Aegon report
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Investment
UK investors growing wary of impact investing
American Century Investments spoke to around 1,000 investors
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Industry
Advisers ‘on dangerous ground’ with tick-box approach to Consumer Duty
Must move away from a product-specific focus
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Industry
SJP adds to CIO office with hire from Cazenove Capital
Corinne Lord joins the wealth manager
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Industry
Mabel Insights rolls out free risk tool for advisers
Firm planning further enhancement to its services
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Industry
Brooks Macdonald names new head of wealth
Alex Charalambous to take on the role from 8 April
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Industry
PEOPLE MOVES: Irwin Mitchell, RBC Brewin Dolphin, Titan, Schroders Capital, LOIM
Stewart Sanderson joins IM as chief executive of its planning business
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Investment
HSBC private bank arm says it’s time for clients to take on more risk
The private bank believes investors would be well served by putting more cash to work now
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Investment
Evelyn Partners Sustainable MPS buys into ClearBridge US fund
Move part of a recent re-balance
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Industry
PEOPLE MOVES: 7IM, GSB Capital, Artemis, Latitude, Axa IM
GSB has hired Michelle Devine as a London-based director
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Investment
Head to head: On the bond wagon
Fatima Luis of Mirabaud Asset Management and Amanda Sillars of Jupiter Asset Management on how with skill, agility and timing, bonds can deliver
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Industry
Adrian Boulding: Are gilts a good-value fit for clients’ retirement income needs?
Unbroken 330-year track record of the British government never missing due interest or principal payments
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Industry
Three things advisers should know about KI EIS
KI EIS target companies focused on research and development
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Investment
Could UK GDP uptick finally improve sentiment on UK equities?
Industry commentators weigh in on UK GDP growth
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Investment
Are we close to a crowded trade ‘tipping point’?
Investors have shown no signs of breaking their broader entanglement with the Magnificent Seven
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Investment
Allianz, Guinness and Nordea top FundCalibre asset manager rankings
Royal London took fourth place and Man GLG fifth
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Investment
Scottish Mortgage’s Ben James: Three headwinds turning into tailwinds for our portfolio
Why better times are coming for the trust
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Industry
PEOPLE MOVES: Quilter, Bentley Reid, Evelyn Partners, Fidelity International
Quilter has appointed Kirsty Anderson as a retirement and tax specialist
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Industry
Quilter assets climb to £106.7bn despite IFA outflows
Quilter also announced adviser school overhaul and rebrand
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Industry
FCA reveals 320k pensions saw withdrawals of 8% plus last year
Total value of regular pension withdrawals through the year was £11bn
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Investment
Fidelity MPS goes neutral on equities and tilts to high yield bonds
Also increased gold position
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Industry
IHT receipts jump by £100m to £3.8bn as political posturing ramps up
CGT receipts see small rise on last year
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Investment
Clearwater: 90% of fund managers to expand into alternatives
Macro and geopolitical volatility is causing managers to struggle to execute long term, according to the report
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Investment
Rathbones’ Coombs: Taking back control
Rathbones’ head of multi-asset on why he is sticking to his fundamentals in the face of an overexcited tech market
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Industry
Triple Point: One family, different conversations
Triple Point’s Rosalind Hudson looks at how advisers can tailor communications across generations to improve trust and retention
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Investment
Head to head: Is it time to look beyond momentum investing?
Sarasin’s Tom Kynge believes the pendulum may be swinging back towards growth, while Schroders’ Liam Nunn makes the case for value
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Industry
MPS regulation whitepaper being launched by outsourcing firm
MPS facing higher scrutiny from regulator
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Industry
Two FCA papers, one direction of travel: The hidden link between Mills Review and CP26/10
The documents may seem unrelated, but together they suggest AI could simplify compliance, argues Jack Allington of Marloo
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Investment
The lesson value just taught investors
Sparrows Capital CIO Raymond Backreedy looks the recent resurgence of value investing and why maintaining a broad investment strategy is vital
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Industry
HMRC reveals 6.9 million people have never checked state pension
45-54 year-olds are the least likely age group to have checked
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Investment
Tyndall’s Clunie: Does government overspending matter?
Investors may have more to gain from government deficits than they think
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Industry
Portfolio Thinking launches adviser research platform
Portfolio Thinking Edge uses AI and fund research to improve client outcomes
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Analysis
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Investment
Global active ETF assets increase by more than a third in 2026
Year-to-date net inflows reach $500.9bn to the end of June
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Investment
Head to head: A maturing market
T. Rowe Price’s Yoram Lustig and Orbis’ Stefan Magnusson offer distinct views on why EMs are looking to be a safer option
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Industry
Tax on cash in ISAs ‘risks backfiring’ on government
Interest on cash in stocks and shares ISAs to be taxed at 22% from April
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Analysis
Tyndall’s Clunie: Does politics actually affect asset returns?
Important to be aware of limitations
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Investment
Sector in review: IA Short Term Money Market
Six asset allocators give their take on how to play money market funds
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Investment
Investors widen the multi-asset net as 60/40 flaws resurface
This traditional method of investing is not dead, but is going through a difficult period
Multi-Asset
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Investment
Fidelity MPS goes neutral on equities and tilts to high yield bonds
Also increased gold position
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Investment
Clearwater: 90% of fund managers to expand into alternatives
Macro and geopolitical volatility is causing managers to struggle to execute long term, according to the report
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Investment
Rathbones’ Coombs: Taking back control
Rathbones’ head of multi-asset on why he is sticking to his fundamentals in the face of an overexcited tech market
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Investment
Head to head: Is it time to look beyond momentum investing?
Sarasin’s Tom Kynge believes the pendulum may be swinging back towards growth, while Schroders’ Liam Nunn makes the case for value
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Investment
The lesson value just taught investors
Sparrows Capital CIO Raymond Backreedy looks the recent resurgence of value investing and why maintaining a broad investment strategy is vital
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Investment
Tyndall’s Clunie: Does government overspending matter?
Investors may have more to gain from government deficits than they think
Industry
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Industry
FCA reveals 320k pensions saw withdrawals of 8% plus last year
Total value of regular pension withdrawals through the year was £11bn
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Investment
Fidelity MPS goes neutral on equities and tilts to high yield bonds
Also increased gold position
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Industry
IHT receipts jump by £100m to £3.8bn as political posturing ramps up
CGT receipts see small rise on last year
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Investment
Clearwater: 90% of fund managers to expand into alternatives
Macro and geopolitical volatility is causing managers to struggle to execute long term, according to the report
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Industry
Triple Point: One family, different conversations
Triple Point’s Rosalind Hudson looks at how advisers can tailor communications across generations to improve trust and retention
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Investment
Head to head: Is it time to look beyond momentum investing?
Sarasin’s Tom Kynge believes the pendulum may be swinging back towards growth, while Schroders’ Liam Nunn makes the case for value
Best Practice
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Best Practice
The suitable level of safety: A behavioural look at cash deployment
While cash feels safe, familiar, and flexible, Greg B Davies says once a sensible buffer is in place, excess cash can become expensive
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Industry
Helping clients make life changing plans that don’t change their life
Triple Point’s Nick Bird on how to keep the momentum going when discussing estate planning
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Best Practice
Behavioural capacity: Suitability’s overlooked human pulse
Greg B Davies looks at how investors approach the emotional side of taking risk
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Best Practice
Compliant on paper, but exposed in practice
Greg B Davies looks at how process-driven suitability frameworks can undermine client outcomes and what future-proof design requires
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Industry
How should advice clients plan a fair inheritance for their children
Bentley Reid’s Mike Winstanley argues successful planning involves more than simply dividing assets equally
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Best Practice
Oxford Risk: Your suitability fears are unfairly restricting your clients’ growth
Understood properly, risk capacity can unlock the ability to build wealth, writes Greg B Davies