Wealth managers Financial News

13.02 / 10:58

companies Wealth managers People moves Business roles Hurst Point promotes Ben Conway to Hawksmoor CIO in exec team reshuffle

Group CEO Ian Gladman (pictured): 'We have ambitions to continue our growth in the coming years'.

05.12 / 15:43

Investment Wealth managers Wealth Management multi-asset Investment Week launches inaugural Leaders List 2025 for fund selectors and wealth managers

We are pleased to be recognising the achievements of investment leaders including influential fund selectors, researchers, CIOs, multi-asset and wealth managers who can demonstrate impact at their firms and across the UK investment industry.

12.03 / 13:47

Wealth managers Alternatives private markets Investment Week launches Private Markets Summit for wealth managers

Investment Week Private Markets Summit

15.02 / 14:43

regulation Wealth managers FCA Consumer Duty Financial Advice compliance FCA quizzes 20 advice firms on Consumer Duty compliance

Firms have been quizzed based on size instead of concerns over their practices.

25.01 / 19:43

UK industry Wealth managers People moves schroders Business roles Schroder UK Mid Cap manager Jean Roche joins Takeover Panel

Current members of the code committee include Capital Group global head of ESG Jessica Ground and Law Debenture chair Robert Hingley.

24.01 / 17:19

Wealth managers People moves Alternatives Business roles Wealth Management private markets Moonfare head of UK and Ireland departs for private markets rival

Cotton joins from Moonfare, where he served as head of UK and Ireland, and helped establish the firm's UK subsidiary.

23.01 / 15:39

companies Wealth managers Abrdn Sky News Business roles Fund managers ringfenced from upcoming abrdn job cuts

Investment Week understands that fund managers are not in the scope of the headcount reduction, which is set to trim roughly 10% of abrdn's workforce. (Pictured) Stephen Bird, abrdn CEO

17.01 / 09:33

companies Results Wealth managers Investment trusts Unit trusts/OEICs People moves Liontrust raids GAM for team heads as outflows persist

Mark Hawtin (pictured) joins Liontrust

09.01 / 13:52

UK Wealth managers Unit trusts/OEICs People moves Alternatives Jupiter Boutique JO Hambro's Savvides to take on Jupiter UK special sits as Ben Whitmore departs to launch boutique

Jupiter's Ben Whitmore (pictured) will depart later this year to establish a value equities boutique.

05.01 / 15:58

Jefferies companies Wealth managers Jefferies reiterates 'Buy' rating for Julius Baer on rebound potential

Jefferies analysts Tom Mills, Fangfei Li and Laura Gris Trillo have cut their estimates for 2023-2025 earnings per share by 7-18%, reflecting a weak second half of 2023 and a 'lower outlook for rates'.

22.12 / 19:35

regulation Financial Services Wealth managers ESG European Commission Asset Managers Fund managers EFAMA calls for major reforms to SFDR labelling regime

The industry group praised the transparency introduced by SFDR, but said the de facto labelling regime had 'stretched it beyond its original intentions and not always been helpful'.

21.12 / 12:22

Wealth managers People moves Business roles vct Foresight Foresight Enterprise VCT chair set to step down

Abbott, who has served as the trust’s chair since 2017, will continue to hold the position of non-executive director until the trust’s 2024 annual general meeting, when he will retire.

18.12 / 15:50

regulation Financial Services Wealth managers ESG FCA Industry warns of 'tight' implementation timeline for SDR

The new labelling regime is set to become mandatory for firms from 31 December 2024, but they can begin to use them from 31 July next year.

12.12 / 10:03

regulation US Financial Services Wealth managers Signature Bank FDIC US regulator slammed over Signature Bank loan sales - reports

Signature Bank became one of several US regional banks to collapse in March following the failure of Silicon Valley Bank, leaving the FDIC to auction off $33.2bn of its loans.

06.12 / 12:17

Government regulation Financial Services Wealth managers financial conduct authority FCA Asset Managers money market FCA sets out proposals to increase liquidity requirements for money market funds

In the consultation, the FCA said it would be significantly increasing the minimum proportion of highly liquid assets that MMFs have to hold.

01.12 / 08:11

Wealth managers financial conduct authority Alternatives private markets St James's Place SJP CIO Onuekwusi: Retail investors lack appropriate structure to access private markets

Justin Onuekwusi (pictured) took on his role as CIO of the FTSE 100 firm at the start of October.

30.11 / 09:43

regulation companies Financial Services Wealth managers financial conduct authority FCA PRA Allfunds authorisation regulatory Allfunds receives UK regulatory authorisation

The move has been made in anticipation of the end of the Temporary Permissions Regime for UK branches of European Economic Area-regulated firms.

29.11 / 09:38

Wealth managers Abrdn Investment trusts People moves Business roles abrdn head of trusts William Hemmings retires

Hemmings has spent 32 years at abrdn and 20 years in his current role, and will be replaced by Christian Pittard.

29.11 / 09:38

regulation Financial Services Wealth managers Asset Managers Fund managers FCA proposes 'polluter pays' investment advice redress framework

The FCA said the proposals mean firms will be required to set aside capital so that they can cover compensation costs and 'ensuring the polluter pays when consumers are harmed'.

28.11 / 11:59

Wealth managers ESG People moves Business roles LGT Wealth Management cements stewardship push with global lead appointment

In her new role, Archer will report to Phoebe Stone, head of sustainable investing at LGT.

22.11 / 16:29

regulation Financial Services Wealth managers financial conduct authority FCA Asset Managers Draft regulations offer FCA powers to restrict short selling in 'exceptional circumstances'

The regulator must post a notice explaining why the measure has been taken, a duration of impact and regularly review the prohibition or restriction.

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