Moneyfarm taps into UK B2B with digital wealth service for advisers with small client pots
‘Firms like Wealthify offer B2B and make the point that small pots are viable’
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Sequoia trust hits back at claims it should have slashed energy supplier’s valuation
Bulb Energy has now gone into special administration
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One-month-old IFA group unveils DFM service
One Four Nine Group has rolled out active, passive and sustainable models
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Quilter Cheviot creates ‘building block’ funds to shrink MPS costs
Wealth manager expects weighted reduction in OCF between 30% and 40% depending on the strategy
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SJP swaps Blackrock for State Street as it takes £14bn global equity fund green
Fund to swap benchmark, have higher proportion of actively managed assets and target lower carbon footprint
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Keith Ashworth-Lord ascribes market-cap drift to successful stock picks
SDL manager responds to Interactive Investor placing Buffettology fund under review
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Interactive Investor places Buffettology and Crux funds under review
But Crux argues now is the perfect time to look at its portfolio
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Ruffer trust to more than double its 2021 issuance with £170m raise
Jonathan Ruffer halved his stake in the investment trust several weeks ago
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Pantheon impresses with £400m raised for infrastructure investment trust
Private equity specialist will target up to 10% annually
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7IM launches ESG calculator for advisers
‘Confusion around product types and areas such as impact vs return is still widespread’
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Gresham House Strategic to be wound up after board review crumbles
Trust’s board accepts that almost half of shareholders agree with former portfolio manager’s demand to liquidate portfolio
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Colin Morton’s UK equities team transfers to Martin Currie
Morton will continue to lead Franklin Templeton UK equities team