FCA brings High Court case against unauthorised adviser using Whatsapp to target clients
24HR Trading Academy was flagged for providing unauthorised investment advice last September
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Author: Kristen McGachey
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Victoria Hasler exits Square Mile
‘This is an amicable and mutual decision’
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Weekly outlook: SJP, HSBC and Shell reveal Covid impact amid central bank meetings
The key events for UK wealth managers for the week starting 27 April
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Schroders trust makes headway despite Woodford ‘baggage’ and virus crisis
Schroder UK Public Private investment trust managers tap into shares as discount widens to 55%
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Paul Mumford funds absorbed by Stonehage Fleming in ‘strange’ tie-up
‘Old school stock picker’ Mumford’s small cap focus seems out of place with Stonehage Fleming offering
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IA suspends equity income yield requirements as dividends slashed by £21bn
But ability to store income means investment companies have not experienced same hiccups
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Columbia Threadneedle value assessment deems 55 share classes ‘poor value’
The fund board impresses on Threadneedle improvements are expected
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Aim-listed Frenkel Topping shows up larger rivals amid coronavirus sell-off
Financial advice firm sees assets slide 4% over the quarter while Quilter sustains 14% AUM hit
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Former Woodford portfolios signal how coronavirus could knock trapped investors
Link Equity Income fund hasn’t signalled how the market sell-off will hit timelines for fund wind down
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Kames nabs fund manager who made stealthy exit from Baillie Gifford
Andrei Kiselev quietly left the firm six days after Baillie Gifford US Growth trust launched in March 2018
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Sanlam’s Penny Lovell: My mum got me hooked on investing through Ceefax
Sanlam Private Wealth boss on being ‘gender blind’ as investment industry’s pay gap thrust in the spotlight
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Coronavirus weekly round-up: Trump axes WHO funding and Chinese GDP shrinks in first data since Covid crisis
Five investors mull the events shaping portfolios over the past week