Evelyn Partners Sustainable MPS team adds Trium and Regnan funds in rebalance
Funds replace JPM Global Macro Sustainable and RobecoSAM Smart Materials
Funds replace JPM Global Macro Sustainable and RobecoSAM Smart Materials
Kalaris loses appeal to perform senior management duties at firm Saranac
MPS added to platforms from Aegon and Nucleus
Investors are excited about a potential boost from rate cuts, but Sean Taylor warned it may be too early to call
Incorporating ‘advanced metrics’ for a diverse set of investors requirements
Ironbark withdrew two fund mandates that Rutter took with him from RLAM
St. James’s Place buybacks to complete by end of year
FTF Martin Currie UK Opportunities fund could also merge into the FTF Martin Currie UK Rising Dividends fund
Key events for wealth managers for the week beginning 19 August
Luxembourg-domiciled SICAV version to remain open
Private markets AUM estimated to reach $60trn to $65trn by 2032
Total industry outflows up 30.4% year on year