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Chase de Vere delivers strong performance, with increased client satisfaction
Chase de Vere, the national firm of Independent Financial Advisers, has produced its Annual Report & Financial Statements…
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Sarasin & Partners appoints Christopher Cade as Partner
Sarasin & Partners, the global thematic investment manager which invests £19.2 billion on behalf of charities, private clients,…
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ALEP’s election manifesto digest – ‘leasehold reform is far from over’
In their general election manifestos published this week, each of the three main parties made a commitment to…
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Square Mile’s 3D Investing Enhances Reporting on Sustainable Strategies
Square Mile’s 3D team, dedicated to analysing funds with responsible investment mandates, unveils its new approach to 3D…
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MainStreet Partners Launches SDR Solution
MainStreet Partners, the London-based independent ESG Advisory and Portfolio Analytics firm, has today launched an SDR market solution…
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New CFA Institute research: investment professionals’ views on private markets governance
New research published today by the CFA Institute Research and Policy Center, titled “Private Markets: Governance Issues Rise to…
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Formation of New Industry Action Group to Reform the LoA Process
The Pension Lab, a pensions technology specialist, is announcing the formation of the Fix LoA Action Group (FLAG),…
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Advisers need institutional solution to vfm puzzle
IFAs looking for additional ways to provide value for money to their clients should embrace the institutional strategy…
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Schroders UK Financial Adviser Pulse Survey 2024
The 2024 Schroders UK Financial Adviser Pulse Survey published today found that market optimism is now at its…
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‘Narrowing arbitrage: JB Beckett asks how should advisers navigate MPS in the Multiverse?’
For advisers and providers offering MPS, having enjoyed a lucrative light-touch environment devoid of the compliance burden of…
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