AJ Bell platform assets hit £80bn as it reaches half million customer milestone
The firm brought 27,000 people on board during the six months
The firm brought 27,000 people on board during the six months
|
|
CIO of Hawksmoor Investment Solutions, Richard Philbin, discusses the need for ‘Wealth Management 2.0’
|
|
Range of six investment portfolios across different risk levels
|
|
Firm reveals asset allocation changes in latest review
|
|
While charges continue to fall year-on-year, according to NextWealth’s MPS Proposition Comparison Report
|
|
Firm reached year-end target £15bn FUM in first half
|
|
Swaps out Impax Environmental Markets Investment Trust for open-ended sister fund
|
|
While Brewin Dolphin, Brooks Macdonald and Quilter products make the top 10
|
|
Underlying profits dropped to £30.3m from £34.5m for the year to 30 June
|
|
Firm brings across 32 models spanning a range of risk grades
|
|
Vanguard US Government Bond index was a favourite across the eight model portfolios, while equities were cut back
|
|
While upping fixed income weighting across its range
|
|