Copia recruits former Quilter man for sales team as it eyes North expansion
Craig Berry transfers from Novia Financial where he was regional sales manager for Yorkshire and the north east
Author: Kristen McGachey
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Aviva and Vanguard make MPS drive following red hot demand
46% of UK wealth managers plan on using model portfolios more extensively over the next two years, according to Cerulli
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Franklin Templeton buys BNY Mellon’s European credit business for up to £790m
Acquisition of Alcentra will bring firmwide alternative assets to £219bn
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JM Finn London HQ move weighs on profits
As AUM hits £11.7bn in 2021
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Orbis lowers performance fee across UK fund range
Moving from a 50:50 ratio to 60:40 split allows clients to retain clear majority of future outperformance
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7IM coughs up £4m to compensate for losses in dual fund wind-up
£33m 7IM Absolute Return Portfolio and £20m Income Portfolio had hefty exposure to defunct Guernsey bond fund
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Tilney S&W emphasises digital and human touch with Bestinvest relaunch
DIY investors will have free access to investment ‘coaches’ who are ringfenced from its army of advisers
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Edinburgh IT discount widens despite performance turnaround under Majedie
Board banking on Liontrust’s ‘enhanced marketing resources’ to bring shares in line with NAV
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AJ Bell more resilient than rivals as customer numbers and assets climb
Integrafin-owned Transact also takes in record net inflows despite challenging backdrop
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Protestors slam FCA’s ‘chronic and catastrophic’ failings as they march on Parliament
Brandishing signs accusing the regulator of being ‘morally bankrupt’ and cosying up to companies it is supposed to regulate
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Hargreaves Lansdown expands research to include ETFs
Funds from Vanguard, iShares and SSGA included in new research
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RLAM unveils sustainable growth fund for Mike Fox
Sustainable Growth strategy launches with £100m in AUM
