Brandon Russell
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M&G hires thematic equity investment portfolio managers
M&G plc, the international savings and investments business, today announced two appointments to develop the firm’s equity investment and research capabilities and…
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Most popular funds with advisers in 2022
Laith Khalaf, head of investment analysis at AJ Bell, looks at some of the most popular funds chosen by advisers on the AJ…
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How are retirement investors responding to economic gloom?
Tom Selby, head of retirement policy at AJ Bell, comments: “In light of the severity of the cost-of-living crisis and the turbulence…
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5 ways technology can help financial advisers meet their Consumer Duty responsibilities
The overarching principle of the Consumer Duty rules is that a firm must act to deliver “good outcomes” for retail customers. There…
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David Gladstone locked in legal battle with a family friend over his mansion and £20 million fortune – what are the inheritance implications
In a widely-reported dispute worthy of a P G Wodehouse novel, David Gladstone – descendant of a prime minister, former High Commissioner…
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TAM CIO Multi Asset Outlook: It’s always darkest before the dawn
Written by James Penny, chief investment officer at TAM Asset Management It’s no secret that many portfolio managers kicked back their 2023…
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Square Mile Academy of Funds: Ratings Round-Up for December 2022
Analysts at Square Mile Investment Consulting and Research (Square Mile) conducted 53 interviews with investment professionals from 35 asset management groups over…
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OSB Group bolsters social commitment with new ESG specialists
OSB Group have recruited two new ESG roles to support their social commitment which is to “have a positive human and social…
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EQ Investors appoints Head of Investment Operations
EQ Investors (EQ), the B Corp wealth manager, has appointed Louise McLean as its new Head of Investment Operations. With more than…
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Key demonstrates good vulnerability assessments with MorganAsh to lead later life sector on vulnerability
Key Later Life Finance, the UK’s largest equity release advice firm, has seen positive results from its vulnerability assessments, with the help…

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