Sue Whitbread
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Phoenix Group and Schroders to launch new private markets investment manager with £1bn initial commitment; up to £2.5bn over three years
Phoenix Group, the UK’s largest long-term savings and retirement business with 12 million customers, and Schroders, the global investment manager with a…
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The IA reports UK investment management industry AUM grow to £9.1 tn in 2023
The UK investment management industry has seen a growth in assets under management to £9.1 trillion in 2023 (£8.8trn, 2022), according to…
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Latest HMRC IHT stats: Liz Colfer, chartered financial planner at Five Wealth shares her analysis
With Inheritance Tax liabilities statistics just released and tax rises confirmed at the autumn budget on 30th October, Liz Colfer, associate director…
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How AI is changing the landscape of institutional residential real estate investment
As institutional investors increasingly focus on the residential sector, AI is emerging as an indispensable tool for navigating this complex market. In…
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UK investors look to silver and fractional coins as precious metals prices strengthen: The Royal Mint
The Royal Mint, the home of UK precious metals investing, has today published its latest precious metals update, revealing recent trends in…
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Taking the leap on the Consumer Duty | FCA’s Sheldon Mills delivers speech to mark the Duty’s first anniversary
In the following speech by Sheldon Mills, Executive Director of Consumers & Competition at the FCA, delivered at the FCA’s Consumer Duty:…
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‘A dark age has descended on the active management industry’| AJ Bell’s 2024 Manager versus Machine report shows managers struggling to beat tracker funds
The team at AJ Bell have today released their latest Manager versus Machine report. And it paints an alarming picture for active…
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With Consumer Duty in mind, complying with Customer Detriment and Foreseeable Harm rules is key – says Origo’s Anthony Rafferty
Customer Detriment and Foreseeable Harm can lie as much in providers’ back-office standards of service and the impact they may have on…
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FCA to turn Consumer Duty on itself in regulatory rules review
The FCA has launched a ‘call for input’ on its own rules with the aim of reducing paperwork and supporting economic growth…
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Chancellor Rachel Reeves signals tax rises as she announces October Budget
“The Chancellor has today signalled to the public that tax rises are extremely likely at the next Budget on 30th October, pointing…
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