Evelyn Partners makes fifth acquisition of the year
Adding another office location
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Square Mile removes Baillie Gifford and EdenTree funds from ratings academy
Four new funds have been added to the firm’s Academy of Funds
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Marlborough rebrands to bring all units under one banner
Three businesses folded into one brand
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Impax unveils Global Social Leaders fund
Invests in businesses with strong corporate cultures
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Tech funds tops returns in ‘risk-takers’ November
Growth strategies, including Baillie Gifford American, enjoyed a strong month for returns
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River and Mercantile becomes River Global in rebrand
Says the name reflects ‘unifying strength and alignment’
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St James’s Place cuts charges and switches manager lineup on two funds
While external manager charge on the £2.9bn Emerging Markets Equity strategy has increased slightly
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Rathbones renames Rathbone Unit Trust Management following company rebrand
Rathbone became Rathbones earlier this year
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Dimensional rolls out sustainability targeted value fund
Focused on reducing exposure to companies with high carbon intensity
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AVI introduces two UCITS funds to mirror global and Japan trusts
Funds will be overseen by Joe Bauernfreund
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Waverton rolls out trio of multi-asset funds
Defensive, Cautious and Balanced options added
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Tokenbridge launches as token distribution platform for UK market
Follows FCA tokenisation green light