Author profile

Ellie Duncan

Articles by Ellie Duncan

Jupiter Q1 AUM dips as retail clients pull £1.9bn

Investment

Jupiter Q1 AUM dips as retail clients pull £1.9bn

Negative market returns and net outflows

clock 26 April 2022 • 1 min read
Passive funds' growing fossil fuel ownership makes them 'holders of last resort' - think tank

Investment

Passive funds' growing fossil fuel ownership makes them 'holders of last resort' - think tank

40% of all fund ownership in the sector

clock 19 April 2022 • 2 min read
Wise overhauls multi-asset income fund with changes to objective

Investment

Wise overhauls multi-asset income fund with changes to objective

‘External factors’

clock 12 April 2022 • 2 min read
Liontrust AUM climbs to £33.5bn in spite of Q1 outflows

Investment

Liontrust AUM climbs to £33.5bn in spite of Q1 outflows

Loss of £329m investment mandate

clock 12 April 2022 • 1 min read
GSAM 'adds scale' to European business as NN IP acquisition completes

Investment

GSAM 'adds scale' to European business as NN IP acquisition completes

NN IP’s 900 employees to move across

clock 11 April 2022 • 1 min read
NatWest considering Tilney Smith & Williamson takeover offer - reports

Investment

NatWest considering Tilney Smith & Williamson takeover offer - reports

Rebranding to Evelyn Partners

clock 04 April 2022 • 1 min read
US Treasury yields rise to levels not seen since 2019 - reports

Investment

US Treasury yields rise to levels not seen since 2019 - reports

‘More pain ahead’

clock 22 March 2022 • 2 min read
Activist investors call on resignation of WisdomTree CEO to 'restore lost credibility'

Investment

Activist investors call on resignation of WisdomTree CEO to 'restore lost credibility'

ETFS Capital and Lion Point nominate three directors

clock 21 March 2022 • 2 min read
Asset managers request environmental data disclosures from over 10,000 companies through CDP framework

Investment

Asset managers request environmental data disclosures from over 10,000 companies through CDP framework

Nearly 100 more financial advisors

clock 14 March 2022 • 2 min read
Tilney Smith & Williamson to rebrand as Evelyn Partners

Companies

Tilney Smith & Williamson to rebrand as Evelyn Partners

‘Continues to explore’ acquisition opportunities

clock 01 March 2022 • 2 min read
Most read
01

Firms told they are 'too focused' on numbers rather than services

22 September 2023 • 2 min read
02

Peer-to-peer market grows as advisers seek further diversification

22 September 2023 • 4 min read
03

Advisers have an 'awful lot left to do' on Consumer Duty 'journey'

21 September 2023 • 1 min read
04

FCA cancels advice firm's permissions over £11,000 unpaid fees

21 September 2023 • 1 min read
05

Financial advisers seek certainty on pension taxation

19 September 2023 • 1 min read