AJ Bell’s Mike Morrison dies
Industry veteran Mike Morrison, head of platform technical at AJ Bell, has died at the age of 55.
News
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The top five funds one year after Trump
When it seemed like the so-called Trump trade might be running out of steam, the S&P 500 persistently climbed higher, achieving record highs week after week. To mark this “Trumpiversary”, Portfolio Adviser looks at the year’s best performing active US equity funds in the Investment Association North America sector.
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Bitcoin interest beats gold in Google first
Google searches for ‘buy bitcoin’ overtook searches to ‘buy gold’ for the first time in October according to precious metals trader BullionVault.
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Imperial Brands’ shares rise 3% despite flagging sales
Imperial Brand was the top riser of the FTSE 100 on Tuesday, as markets ignored the impact of positive currency movements and fixated on yet another 10% dividend hike.
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Old Mutual Wealth takes over Yorkshire advice firm
Old Mutual Wealth Private Client Advisers (OMWPC) has acquired Bradford-based adviser, Coleman Clough.
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Thesis launches AIM portfolio for IHT planning
Thesis Asset Management has launched an Alternative Investment Market (AIM) portfolio service to help clients mitigate inheritance tax (IHT).
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Embark platform set to ‘disrupt market’
Embark Group is “set to materially disrupt” the current market with the launch of its open architecture platform.
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Kames adds co-managers to several multi-asset funds
Kames Capital has added two co-managers to a number of its multi-asset funds.
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IA outlines members’ executive pay focus for 2018
The Investment Association (IA) has written to FTSE 350 companies warning them of the areas its 250 asset manager members will target during the next AGM season.
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Queen among UK elite investing in offshore funds
The scale of tax avoidance by the UK’s wealthiest is under the spotlight once again after leaked documents revealed even the Queen holds millions of pounds of assets in offshore funds.
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Wealth boutique snaps up former SAGA finance chief
Former SAGA boss Stuart Howard has joined boutique wealth manager Lockhart Capital Management as a non-executive chairman.
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Morningstar fires outdated funds warning
Mifid II will force asset managers to cull outdated funds that are no longer providing value to investors, according to Morningstar.
