Vaccine could prompt fresh wave of new clients for wealth managers and advisers
43% of advisers have spent less time attracting new clients during the coronavirus outbreak
Author: Jessica Tasman-Jones
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Heartwood rebrands weeks after announcing it was exiting the adviser market
Wealth manager was acquired by Handelsbanken in 2013
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Graham Bentley appointed to the helm of Avellemy
Investment industry veteran had already been chair of the DFM’s investment committee
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Schroders on track to be managing £900m in UK private market trusts with new IPO
Planned Schroders BSC Social Impact Trust launch means asset manager is now fundraising for two investment trusts
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Coronavirus weekly round-up: Moderna cements vaccine hopes while UK coronavirus contracts face scrutiny
Six investors mull the events shaping portfolios over the past week
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Link loses £5bn in assets as Premier Miton brings all ACD activities in house
Asset manager will also be rebranding its fund range following its 2019 merger
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Fundsmith Emerging Equities Trust surprises with first share buyback
£340m investment trust’s buyback comes months after chairman criticised the practice
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JPMAM taps into UK robo advice space through Nutmeg partnership
JP Morgan’s hiring of Shaun Port last year prompted speculation about its robo advice ambitions
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Brown Advisory US value fund launch branded ‘timely’ amid market rally
‘Fund launches themselves are not a reliable indicator that a style or asset class is going to perform’
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Rosanna Burcheri: Why we dropped tourism stocks months before Covid
Artemis Global Select and Mid Wynd co-manager says portfolio themes have performed well amid the pandemic
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Interactive Investor and HL left on uneven playing field as FCA ditches exit fee ban
Canning of fees shake-up means platform market study has amounted to virtually nothing
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Moderna solidifies market dynamics with second dose of positive vaccine news
‘This should provide more fuel to the reflation rally, with small caps, value and cyclicals clear beneficiaries’
