Short read
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Brooks Macdonald bolsters Central Investment Office with new Head of Investment Specialist Team
Brooks Macdonald has announced the immediate appointment of Henrietta Walker as Head of the Investment Specialist Team. In this newly created role,…
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Consumer Duty one month on – pointers from the FCA Retirement Income Advice Study
Today marks the first month since the Consumer Duty went live. We can now expect every FCA consultation, study, or policy intervention…
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Quilter Cheviot launches tax-efficient short-term bond strategy for discretionary clients
Quilter Cheviot has introduced a new short-term fixed income strategy for use in discretionary portfolios that invests based on the different tax…
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Investec Wealth & Investment appoints Tamara Marten as Head of Corporate Executives and Professionals
Investec Wealth & Investment has announced the appointment of Tamara Marten as Head of Corporate Executives and Professionals within Investec’s Private Office. …
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Record start to tax year for cash ISAs and NS&I marks second month of outflows
Written by Laura Suter, head of personal finance at AJ Bell The cost of living and high mortgage costs took a bite…
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LCP advises on £290m buy-in transaction between ITB Pension Funds and Just Group
The ITB Pension Funds (Open Fund) has announced the completion of a final buy-in transaction, which has been secured with Just Group. This…
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AI is scary to some, but it can be a force for good
By David Harrison, Rathbone Greenbank Global Sustainability Fund Manager We’ve all heard the potential pitfalls of Artificial Intelligence (AI). Since the breakthrough…
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Gender investment gap hurts long-term wealth, as AJ Bell expands Money Matters female investor campaign
AJ Bell is pleased to announce the expansion of its Money Matters campaign helping more women to invest. It comes as the…
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Aegon UK joins list of signatories to UK Stewardship Code
Aegon UK has been accepted as a signatory to the UK Financial Reporting Council’s UK Stewardship Code Being accepted to join the…
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Podcast #54: Theory Vs Reality – why markets don’t follow the textbooks with Jordan Sriharan
In the investment world we love to talk about economic theory – but often we treat it as fact rather than theory.…

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