Moneyfarm expands investment range to include passive portfolios
With costs starting from 42bps, the range is targeted at ‘more experienced investors’
Companies
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IFA consolidator closes trio of M&A deals
Just weeks after entering the Scottish market with a double acquisition
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Eastspring combines UK and US distribution offices under new leadership
Matthew Appelstein was appointed following a “comprehensive review”
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Evelyn Partners acquires investment management firm
Deal brings in £90m in assets under advice
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BlackRock inks deal to run Transact model portfolios
Marking the first time BlackRock has managed an MPS range on a UK advice platform
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Evelyn Partners eyes Scotland expansion
As it merges Glasgow teams to create its largest office outside London
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SJP partner firm buys Scottish financial planner
It hopes to complete a ‘series of deals’ in the coming months
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Schroders completes share class simplification
Full voting rights have been granted to all shareholders
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Paul Marriage’s UK smaller companies fund scoops Fundcalibre Elite rating
With two Cohen & Steers funds and a pair of T Rowe Price strategies also getting a nod
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Six M&A deals help push Kingswood revenue up 31%
It is in talks to buy eight more firms in the UK and Ireland
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Link ready to fight as FCA warns would-be buyer likely on the hook to pay £300m in redress
But no word yet on if or how it will be distributed to Woodford investors
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Acquisition lifts Clifton Asset Management’s AUM to £970m
Its second M&A deal this year added £130m