Rebecca Tomes
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SJP announces changes to its £14bn Global Equity Fund
A lower carbon footprint that will be half that of the fund’s benchmark at launch Lower cost solution with investment manager fees…
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Worthstone and Helm Godfrey combine to launch new Impact Portfolio Service for financial planners
A new model impact investment portfolio service designed for financial planners is set to launch in early 2022. Impact investment specialist, Worthstone,…
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Pictet’s Paolini: Less of the same: Investors should brace for positive but below average returns in 2022
“The outlook is still good for investors,” says Luca Paolini, chief strategist at Pictet Asset Management. “Equity prices have reached a record…
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Octopus Renewables Infrastructure Trust plc announces placing of new ordinary shares
Octopus Renewables Infrastructure Trust plc has announced its intention to conduct a placing of up to 70,000,000 new Ordinary Shares (“Placing Shares”)…
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IHT receipts see another year-on-year rise
New data out today from HMRC shows that IHT receipts for April 2021 to October 2021 were £3.6 billion – £0.6 billion higher than…
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Complexity of care reforms underline importance of financial advice, says Just Group
New details about the government’s proposed reforms to funding adult social care are set to be positive for financial advisers able to…
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UK’s first savings account underpinned by gold launches today, offering a market-leading one-year 2% fixed-rate return
A market-leading product for deposits from £1,000 to £20,000 Unlike traditional banks, the customer’s savings are never loaned, leveraged, or invested, meaning…
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Wellness Cloud appointed by Brewin Dolphin to enhance employee wellbeing
Wealth Manager, Brewin Dolphin, has partnered with Wellness Cloud, a leading UK wellbeing provider, to enhance their wellbeing support for the 2,500…
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Rathbones’ Crossman: COP26 – “not a good or a bad COP, but a just barely good enough COP, for now”
In his latest report on COP26, Rathbones’ stewardship director, Matt Crossman, analyses the outcome of the Glasgow negotiations. “Taken in aggregate, balancing…
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MWA Financial expands into Essex with CHC Wealth Management acquisition
MWA Financial has acquired Essex-based CHC Wealth Management from chartered accountants Clemence Hoar Cummings as part of its ambition to build a…
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