Copia Capital Management has launched five risk-rated portfolios to address decumulation risks and help advisers meet the new Consumer Duty rule to, “avoid causing foreseeable harm.”
Read more ...Succession buys £170m AUM Edinburgh firm
- Tuesday, 09 May 2023
- Articles
Wealth manager and Financial Planner Succession Wealth - recently bought by Aviva for £385m - has acquired £170m AUA Edinburgh-based IFA Spence & Spence for an undisclosed sum.
Read more ...‘Seismic shift’ predicted in dividend pay-outs
- Tuesday, 09 May 2023
- Articles
Investment markets are moving into a new “golden age” of strong dividend returns, according to a global equities investment manager.
Read more ...ISA investors shift back to equity funds
- Tuesday, 09 May 2023
- Articles
The most-bought funds and investment trusts in April included global equities, commodities and renewables - tentatively suggesting investor confidence is starting to return.
Read more ...NextWealth's Hopkins joins Nucleus advisory board
- Tuesday, 09 May 2023
- Articles
Adviser platform Nucleus has expanded its advisory board by appointing appointed NextWealth founder Heather Hopkins as chair.
Read more ...Quilter Cheviot hires responsible investment analyst
- Tuesday, 09 May 2023
- Articles
Wealth manager Quilter Cheviot has hired Margaret Schmitt as responsible investment analyst from infrastructure consulting firm AECOM.
Read more ...Continuum Q1 assets up 13% to £1.72bn
- Friday, 05 May 2023
- Articles
Plymouth-based national IFA Continuum has reported assets under influence up 13% year-on-year to a record £1.72bn at the end of the first quarter of 2023.
Read more ...FCA launches further raids on crypto ATMs
- Friday, 05 May 2023
- Articles
Poor ESG returns putting off HNW investors
- Friday, 05 May 2023
- Articles
High Net Worth individuals are being put off ESG investments due to poor returns, scepticism and mistrust, according to a new study by a Chartered Financial Planner firm.
Read more ...1 in 20 employees have quit big company pensions
- Friday, 05 May 2023
- Articles
One in four large employers (26%) have reported a rise in the number of employees actively opting out of their pension scheme, according to new research.
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