IA to help investors find £781m in lost assets
Free-to-use portal will help locate misplaced pensions, dormant savings accounts or lost investments
Companies
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Weekly outlook: All eyes on Disney streaming services after Netflix and Amazon misses
Key events for UK wealth managers for the week starting 9 May
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St James’s Place partner firm eyes Scotland expansion
Tweed WM believes Highlands are a ‘massive untapped opportunity’ in the advice sector
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Rathbones assets down 5% amid market turbulence
Net inflows of £151m were easily subsumed by £3.5bn in negative investment returns
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SJP assets stay above £150bn mark amid tough market conditions
Gross inflows of £4.7bn hampered by negative market returns during Q1
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River and Mercantile buy buoys Schroders assets above £750bn
Offsetting falling assets from mutual funds and wealth management arm
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Morningstar acquisition of Praemium International greenlit
FCA and Jersey regulator give deal their respective nods of approval
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Perspective Financial Group buys Cambridgeshire firm
It has made 51 acquisitions since 2008 and has a ‘good pipeline’ for even more in 2022/23
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Jupiter shares slide as retail arm hit by £1.9bn outflows
Unconstrained fixed income funds and UK and European equity strategies main culprits behind Q1 redemptions
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Schroders family stake set to shrink as it moves to simplify dual-class share structure
Proposals would see non-voting shareholders given full voting rights
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Weekly outlook: Unilever results and US tech giants report after Netflix collapse
Key events for UK wealth managers for the week starting 25 April
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European PE investor buys Ascot Lloyd
IFA firm is currently owned by US investor Oaktree Capital Management, which bought Sanlam’s wealth operations in 2021
