Former HL manager spearheads Wealth Club portfolio service
Charlie Huggins will take sole responsibility for the global offering
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Platforms may struggle into 2024, says Fundscape CEO
As the research house finds only four platforms grew their assets in 2022
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Inflows return but UK still out of favour
Net £1.4bn was invested in January but the UK All Companies sector still faced heavy outflows
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FE Fundinfo teams up with Door to launch client information services
Partnership aims to modernise communication and exchange of data between asset managers and their clients
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Fixed income dominates Evelyn Partners MPS rebalance
Vanguard US Government Bond index was a favourite across the eight model portfolios, while equities were cut back
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LGIM and Richmond Wealth partner-up on model portfolios
There will be six options with differing risk profiles
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Kingswood launches AIM IHT and ISA portfolio service
Seeking to meet clients’ growing IHT needs
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Hargreaves launches online share exchange service
Aiming to make it easier for clients to protect investments and use tax-free allowances
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BNY Mellon launches Future Legacy multi-asset range
Managed by a new team headed up by Newton multi-asset CIO Mitesh Sheth
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Peel Hunt and Hargreaves enter platform partnership
Rex, to be rebranded as Retailbook, enables retail investors to carry out capital market transactions
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M&G teams up with Moneyfarm to launch investment app
To target a ‘new generation of savers’
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II rolls out subscription service for investors with less than £30k
Customers using its ‘Essentials’ package will pay £4.99 a month