Latest News

Advisers’ switch to bespoke services boosting profitability


By Jack Gray

Financial advisers switching to bespoke investment services for clients are seeing an improvement in their profitability, according to research from Rathbones Group


Story 2

Evelyn Partners launches Cash & Cautious Bond strategy to advice market

Evelyn Partners has announced the launch of its Cash & Cautious Bond strategy into the financial adviser market

Story 3

Seven in 10 people don’t understand how IHT works

Seventy-one percent of people have admitted to not knowing how inheritance tax (IHT) works or what their beneficiaries may have to pay, Schroders Personal Wealth (SPW) has found

Story 4

People moves: Schroders, 7IM, and Aviva Investors

The latest appointments in the wealth management industry

Legacy platforms risk being ‘left behind’ by newer entrants – P1

Legacy platform players could be “left behind” by newer entrants if they do not urgently change their operating models and tech stacks, according to P1 Investment Services

Sarasin & Partners launches suite of multi-asset solutions

Thematic investment manager Sarasin & Partners has launched a suite of risk-rated multi-asset solutions, the Sarasin Managed Funds
AJ Bell expands partnership with Amundi to ‘enhance’ portfolio management solutions

AJ Bell and Amundi have announced an expansion of their partnership, with AJ Bell choosing the ALTO Investment platform from Amundi Technology to enhance its portfolio management solutions

Octopus launches renewable energy fund for private wealth investors

Octopus Energy Generation, the fund management arm of Octopus Energy Group, has launched a renewable energy investment fund aimed at pension and private wealth investors

View More News

Check out our latest appointments


FREE E-NEWS SIGN UP

Subscribe to our newsletter to receive breaking news and other industry announcements by email.

  Please tick here to confirm you are happy to receive third party promotions from carefully selected partners.


© 2019 Perspective Publishing     Privacy & Cookies