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Former Morningstar CIO launches investment consultancy for advice firms


By Jack Gray

Former Morningstar chief research and investment officer, Dan Kemp, has launched an investment consultancy and research platform aimed at bringing institutional-grade investment capabilities to advice firms


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Emerging Market Debt: Entering a new era of growth

From risk to global opportunity—EMD is no longer a niche—it's a cornerstone for investors seeking diversification and resilience.


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W1M agrees acquisition of Vermeer Partners

W1M Wealth Management has reached an agreement to acquire Vermeer Partners for an undisclosed amount

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OakNorth supports Verso with £4m RCF

Wealth and investment management group, Verso, has received a £4m revolving credit facility (RCF) from digital bank, OakNorth

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LGT Wealth Management announces plans for new Manchester office

LGT Wealth Management has announced plans to relocate its Manchester-based team to a new long-term office in Spinningfields in mid-2026

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RLAM launches Global Equity Tilt Fund

Royal London Asset Management (RLAM) has launched a UK-domiciled Global Equity Tilt Fund as part of its wider Equity Tilt fund range

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Retail fund inflows hit six-month high in November

Retail funds returned to inflows in November as investors placed £530m into funds, the strongest month since May 2025, data from the Investment Association (IA) has shown

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Advisers urged to focus on client relationships as AI usage rises

Financial advisers should give greater focus to their client relationships amid an increase in artificial intelligence (AI) usage in the financial planning sector in 2026, according to Hoxton Wealth

Rathbones AM adopts Premialab to strengthen risk management practices

Rathbones Asset Management (AM) has adopted Premialab’s analytics, aiming to strengthen its risk management practices as the firm expands allocations to systemic strategies

Disciplined diversification ‘strongest defence’ for investors amid global uncertainty

Disciplined diversification will be the strongest defence for long-term investors amid global uncertainty, LGT Private Banking has said
People moves: Wealth Club, Amundi, Afin Bank, and Guernsey Finance

The latest appointments in the wealth management industry

Advisers focusing on existing clients amid policy concerns

Financial advisers are focusing on client service and retention going into 2026 amid ongoing regulatory pressure and political uncertainty, according to TFAS Compliance Services (TCS)

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Check out our latest appointments


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