Professional Adviser www.professionaladviser.com Advisers turn to smoothed funds to help manage volatility threat <img alt="Advisers turn to smoothed funds to help manage volatility threat" src="https://www.professionaladviser.com/api/v1/wps/2d490f6/764f6a8a-6765-4a42-b3b4-d2a3a4094733/0/iStock-1485933260-1-185x114.jpg" /> <p><!--summary start--> Starting or increasing client investments in a ‘smoothed’ fund is the main strategy advisers will deploy to help clients management the threat of market volatility, Wesleyan has found. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/2d490f6/764f6a8a-6765-4a42-b3b4-d2a3a4094733/0/iStock-1485933260-1-185x114.jpg https://www.professionaladviser.com/news/4189825/advisers-turn-smoothed-funds-help-manage-volatility-threat https://www.professionaladviser.com/news/4189825/advisers-turn-smoothed-funds-help-manage-volatility-threat https://www.professionaladviser.com/news/4189825/advisers-turn-smoothed-funds-help-manage-volatility-threat Tue, 26 Mar 2024 12:23:06 +0000 Industry Voice: How to find opportunity in cash <img alt="Industry Voice: How to find opportunity in cash" src="https://www.professionaladviser.com/api/v1/wps/2a67539/bda383cf-f533-4588-8abe-4b8f017bec29/17/retirment-cahs-flow-185x114.jpg" /> <p><!--summary start--> <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/2a67539/bda383cf-f533-4588-8abe-4b8f017bec29/17/retirment-cahs-flow-185x114.jpg https://www.professionaladviser.com/sponsored/4112487/industry-voice-opportunity-cash https://www.professionaladviser.com/sponsored/4112487/industry-voice-opportunity-cash https://www.professionaladviser.com/sponsored/4112487/industry-voice-opportunity-cash Mon, 26 Jun 2023 06:45:23 +0000 Industry Voice: Are advisers missing the opportunity in cash?  <img alt="Industry Voice: Are advisers missing the opportunity in cash? " src="https://www.professionaladviser.com/api/v1/wps/b819165/89cf89e5-d165-4181-8032-f2d18c9f54dc/17/global-bank-185x114.jpg" /> <p><!--summary start--> <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/b819165/89cf89e5-d165-4181-8032-f2d18c9f54dc/17/global-bank-185x114.jpg https://www.professionaladviser.com/sponsored/4112485/flagstone-advisers-missing-opportunity-cash https://www.professionaladviser.com/sponsored/4112485/flagstone-advisers-missing-opportunity-cash https://www.professionaladviser.com/sponsored/4112485/flagstone-advisers-missing-opportunity-cash Tue, 20 Jun 2023 04:41:54 +0000 Examining the 60/40: Building diversified portfolios in 2023 <img alt="Examining the 60/40: Building diversified portfolios in 2023" src="https://www.professionaladviser.com/api/v1/wps/d47b0b9/80ece6d0-6e24-4cb8-b985-d93e7c2d4dae/4/iStock-1198716187-185x114.jpg" /> <p><!--summary start--> Last year saw the traditional balanced fund of 60% equities and 40% bonds perform exceptionally badly, Charlotte Moore writes… <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/d47b0b9/80ece6d0-6e24-4cb8-b985-d93e7c2d4dae/4/iStock-1198716187-185x114.jpg https://www.professionaladviser.com/feature/4112108/examining-building-diversified-portfolios-2023 https://www.professionaladviser.com/feature/4112108/examining-building-diversified-portfolios-2023 https://www.professionaladviser.com/feature/4112108/examining-building-diversified-portfolios-2023 Fri, 14 Apr 2023 15:18:52 +0100 Schroder Investment Solutions expands distribution of MPS <img alt="Schroder Investment Solutions expands distribution of MPS" src="https://www.professionaladviser.com/api/v1/wps/83eaf86/786da698-7688-43ca-8908-568e6d813327/4/iStock-1350722246-185x114.jpg" /> <p><!--summary start--> Schroder Investment Solutions has announced that its model portfolio service (MPS) is now available on two additional UK advised platforms, Parmenion and Fidelity. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/83eaf86/786da698-7688-43ca-8908-568e6d813327/4/iStock-1350722246-185x114.jpg https://www.professionaladviser.com/news/4061283/schroder-investment-solutions-expands-distribution-mps https://www.professionaladviser.com/news/4061283/schroder-investment-solutions-expands-distribution-mps https://www.professionaladviser.com/news/4061283/schroder-investment-solutions-expands-distribution-mps Tue, 6 Dec 2022 14:55:55 +0000 Larger DC pots hit by weak investment performance <img alt="Larger DC pots hit by weak investment performance" src="https://www.professionaladviser.com/api/v1/wps/b1b16c6/2271ba73-71c8-4e39-8343-05d7243c7cca/4/iStock-1319330311-185x114.jpg" /> <p><!--summary start--> Savers who have built up larger defined contribution (DC) pension pots are expected to be worse off in retirement due to weak investment performance in the first quarter of the year, according to Aon. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/b1b16c6/2271ba73-71c8-4e39-8343-05d7243c7cca/4/iStock-1319330311-185x114.jpg https://www.professionaladviser.com/news/4052198/larger-dc-pots-hit-weak-investment-performance https://www.professionaladviser.com/news/4052198/larger-dc-pots-hit-weak-investment-performance https://www.professionaladviser.com/news/4052198/larger-dc-pots-hit-weak-investment-performance Fri, 1 Jul 2022 06:19:58 +0000 1.5m UK adults retire with outstanding home loans - LV= <img alt="1.5m UK adults retire with outstanding home loans - LV=" src="https://www.professionaladviser.com/api/v1/wps/67a2926/a5e6dfdd-3282-494a-9cf1-8226f9763308/3/Home-loans-185x114.jpg" /> <p><!--summary start--> Over one in ten retirees still had mortgage debt when they retired, of which 9% were on a repayment mortgage and 4% had an interest-only mortgage, according to recent research from LV=. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/67a2926/a5e6dfdd-3282-494a-9cf1-8226f9763308/3/Home-loans-185x114.jpg https://www.professionaladviser.com/news/4051806/uk-adults-retire-outstanding-home-loans-lv https://www.professionaladviser.com/news/4051806/uk-adults-retire-outstanding-home-loans-lv https://www.professionaladviser.com/news/4051806/uk-adults-retire-outstanding-home-loans-lv Fri, 24 Jun 2022 10:10:22 +0000 Aviva Financial Advice expands into annuities <img alt="Aviva Financial Advice expands into annuities" src="https://www.professionaladviser.com/api/v1/wps/67f948f/0eabcc34-6f3b-494c-80fc-615befa7f9cb/15/Rob-Barker-2-185x114.jpg" /> <p><!--summary start--> Aviva Financial Advice has launched a whole of market advice panel for annuities replacing the previous "referral model". <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/67f948f/0eabcc34-6f3b-494c-80fc-615befa7f9cb/15/Rob-Barker-2-185x114.jpg https://www.professionaladviser.com/news/4043721/aviva-financial-advice-expands-annuities https://www.professionaladviser.com/news/4043721/aviva-financial-advice-expands-annuities https://www.professionaladviser.com/news/4043721/aviva-financial-advice-expands-annuities Mon, 24 Jan 2022 10:03:05 +0000 End of Covid pension rules could see 7,000 NHS staff retire in March - Quilter <img alt="End of Covid pension rules could see 7,000 NHS staff retire in March - Quilter" src="https://www.professionaladviser.com/api/v1/wps/324bbf5/c657453e-879c-4305-b3a8-ef1fcae2de0c/12/nhs-185x114.jpg" /> <p><!--summary start--> In fear of facing a financial penalty, thousands of nurses and doctors who gave up retirement to help out during the Covid-19 crisis could leave the NHS in March 2022, according to new data obtained by Quilter. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/324bbf5/c657453e-879c-4305-b3a8-ef1fcae2de0c/12/nhs-185x114.jpg https://www.professionaladviser.com/news/4043346/end-covid-pension-rules-nhs-staff-retire-march-quilter https://www.professionaladviser.com/news/4043346/end-covid-pension-rules-nhs-staff-retire-march-quilter https://www.professionaladviser.com/news/4043346/end-covid-pension-rules-nhs-staff-retire-march-quilter Mon, 17 Jan 2022 10:22:22 +0000 Government's plans to raise pension age by 2039 'blown out of the water' - LCP <img alt="Government&#39;s plans to raise pension age by 2039 &#39;blown out of the water&#39; - LCP " src="https://www.professionaladviser.com/api/v1/wps/56fae55/6a57e43f-900e-482a-942b-bd83a568b01b/8/age-2814935-960-720-185x114.jpg" /> <p><!--summary start--> Twenty million adults could be in line for "state pension age reprieve" as life expectancy improvements "collapsed" even before the pandemic, according to an analysis of population projections by consultants LCP. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/56fae55/6a57e43f-900e-482a-942b-bd83a568b01b/8/age-2814935-960-720-185x114.jpg https://www.professionaladviser.com/news/4042254/government-plans-raise-pension-age-2039-blown-water-lcp https://www.professionaladviser.com/news/4042254/government-plans-raise-pension-age-2039-blown-water-lcp https://www.professionaladviser.com/news/4042254/government-plans-raise-pension-age-2039-blown-water-lcp Fri, 17 Dec 2021 13:01:19 +0000 Annuities could get boost from interest rate rise - Hargreaves <img alt="Annuities could get boost from interest rate rise - Hargreaves" src="https://www.professionaladviser.com/api/v1/wps/359540e/46a2c9ab-b21f-4aa9-8d82-bb245ce250a8/8/morrissey-helen-oct10-185x114.jpg" /> <p><!--summary start--> The Bank of England will meet to discuss interest rates tomorrow (Nov 4) with any potantial increase resulting in more attractive annuity rates. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/359540e/46a2c9ab-b21f-4aa9-8d82-bb245ce250a8/8/morrissey-helen-oct10-185x114.jpg https://www.professionaladviser.com/news/4039720/annuities-boost-interest-rate-rise https://www.professionaladviser.com/news/4039720/annuities-boost-interest-rate-rise https://www.professionaladviser.com/news/4039720/annuities-boost-interest-rate-rise Wed, 3 Nov 2021 16:07:30 +0000 Quilter FOI reveals hundreds of doctors overpaid £11m in pension tax <img alt="Quilter FOI reveals hundreds of doctors overpaid £11m in pension tax" src="https://www.professionaladviser.com/api/v1/wps/3fed8fd/88c7257c-86f7-4e29-bb46-ffe703603b38/7/nhs-doctor-using-a-computer-185x114.jpg" /> <p><!--summary start--> Quilter has uncovered through a Freedom of Information (FOI) request that around 400 NHS doctors have paid more than £11m in unnecessary Lifetime Allowance (LTA) charges. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/3fed8fd/88c7257c-86f7-4e29-bb46-ffe703603b38/7/nhs-doctor-using-a-computer-185x114.jpg https://www.professionaladviser.com/news/4039535/quilter-foi-reveals-hundreds-doctors-overpaid-gbp11m-pension-tax https://www.professionaladviser.com/news/4039535/quilter-foi-reveals-hundreds-doctors-overpaid-gbp11m-pension-tax https://www.professionaladviser.com/news/4039535/quilter-foi-reveals-hundreds-doctors-overpaid-gbp11m-pension-tax Mon, 1 Nov 2021 12:36:40 +0000 TenetConnect to compensate client despite belief it did not offer advice <img alt="TenetConnect to compensate client despite belief it did not offer advice" src="https://www.professionaladviser.com/api/v1/wps/792b1da/3c514e71-7ac1-4944-9dcc-f7e0160d0217/14/pa-compensation-1-definition-185x114.jpeg" /> <p><!--summary start--> The Financial Ombudsman Service (FOS) has sided with a client who claimed that adviser firm TenetConnect failed to give her suitable advice. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/792b1da/3c514e71-7ac1-4944-9dcc-f7e0160d0217/14/pa-compensation-1-definition-185x114.jpeg https://www.professionaladviser.com/news/4038850/tenetconnect-compensate-client-despite-belief-offer-advice https://www.professionaladviser.com/news/4038850/tenetconnect-compensate-client-despite-belief-offer-advice https://www.professionaladviser.com/news/4038850/tenetconnect-compensate-client-despite-belief-offer-advice Mon, 1 Nov 2021 08:24:56 +0000 Industry Voice: Slashing emissions will fuel green growth for decades <p><!--summary start--> <!--summary end--></p> https://www.professionaladviser.com/sponsored/4026892/industry-voice-slashing-emissions-fuel-green-growth-decades https://www.professionaladviser.com/sponsored/4026892/industry-voice-slashing-emissions-fuel-green-growth-decades Wed, 17 Feb 2021 07:30:52 +0000 Adrian Boulding: Managing decumulation journeys through Covid-19 market uncertainties <p><!--summary start--> Adrian Boulding examines what’s happening in the world of investment advice at retirement and considers what the world might look like after the pandemic. Financial plans and strategies will need to be both recession-proof and tax-man proof, he writes <!--summary end--></p> https://www.professionaladviser.com/opinion/4019584/adrian-boulding-managing-decumulation-journeys-covid-19-market-uncertainties https://www.professionaladviser.com/opinion/4019584/adrian-boulding-managing-decumulation-journeys-covid-19-market-uncertainties Wed, 2 Sep 2020 07:31:39 +0000 Investors plough record amount into tracker funds in 2019 <p><!--summary start--> Flows into tracker funds hit a record £18bn in 2019, double their total in the previous 12 months, as retail investors continued to fall out of love with active management. <!--summary end--></p> https://www.professionaladviser.com/news/4010225/investors-plough-record-tracker-funds-2019 https://www.professionaladviser.com/news/4010225/investors-plough-record-tracker-funds-2019 Thu, 6 Feb 2020 12:32:09 +0000 Investment fraud reports surge to more than 8,000 so far this year <p><!--summary start--> More than 8,000 investment fraud reports have been made so far this year, more than double the amount in the same period last year, a Freedom of Information request has revealed. <!--summary end--></p> https://www.professionaladviser.com/news/3080521/investment-fraud-reports-surge https://www.professionaladviser.com/news/3080521/investment-fraud-reports-surge Thu, 15 Aug 2019 11:59:05 +0000 UK inflation rises to 2.1% <p><!--summary start--> UK inflation unexpectedly rose above target in July to 2.1%, just 24 hours after wage growth hit an 11-year high of 3.9% and the employment rate reached a fresh record. <!--summary end--></p> https://www.professionaladviser.com/news/3080470/uk-inflation-rises-21 https://www.professionaladviser.com/news/3080470/uk-inflation-rises-21 Wed, 14 Aug 2019 11:52:33 +0000 ASI to rebrand UK fund range following merger <p><!--summary start--> Aberdeen Standard Investments (ASI) has made the decision to rebrand its UK funds following the merger of Aberdeen Asset Management and Standard Life. <!--summary end--></p> https://www.professionaladviser.com/news/3078848/asi-rebrand-uk-fund-range-following-merger https://www.professionaladviser.com/news/3078848/asi-rebrand-uk-fund-range-following-merger Fri, 12 Jul 2019 09:11:48 +0000 Hargreaves Lansdown removes Lindsell Train funds from Wealth 50 <p><!--summary start--> Hargreaves Lansdown (HL) is removing the Lindsell Train UK Equity and Lindsell Train Global Equity funds from the Wealth 50 at the end of the month, the investment platform has said. <!--summary end--></p> https://www.professionaladviser.com/news/3078474/hargreaves-lansdown-removes-lindsell-train-funds-wealth https://www.professionaladviser.com/news/3078474/hargreaves-lansdown-removes-lindsell-train-funds-wealth Fri, 5 Jul 2019 07:15:19 +0000 Aviva launches ESG-focused DC default strategy <p><!--summary start--> Aviva has launched a defined contribution (DC) default investment strategy for its workplace pension clients, incorporating ethical and ESG considerations. <!--summary end--></p> https://www.professionaladviser.com/news/3078285/aviva-launches-esg-focused-dc-default-strategy https://www.professionaladviser.com/news/3078285/aviva-launches-esg-focused-dc-default-strategy Tue, 2 Jul 2019 11:11:55 +0000 Fidelity blocks investors from buying Woodford Income Focus fund <p><!--summary start--> Fidelity International has blocked investors from putting new money into the Woodford Income Focus fund, which has been affected by the suspension of the flagship Woodford Equity Income fund. <!--summary end--></p> https://www.professionaladviser.com/news/3077563/fidelity-blocks-investors-buying-woodford-income-focus-fund https://www.professionaladviser.com/news/3077563/fidelity-blocks-investors-buying-woodford-income-focus-fund Tue, 18 Jun 2019 13:37:00 +0000 Environment Agency fund joins global push for environmental impact disclosure <p><!--summary start--> The Environment Agency Pension Fund (EAPF) has joined a coalition of 88 investors to demand companies disclose more information on environmental impact. <!--summary end--></p> https://www.professionaladviser.com/news/3077506/environment-agency-fund-joins-global-push-environmental-impact-disclosure https://www.professionaladviser.com/news/3077506/environment-agency-fund-joins-global-push-environmental-impact-disclosure Mon, 17 Jun 2019 15:36:36 +0000 SJP to launch portfolios of segregated mandates <p><!--summary start--> St. James's Place (SJP) is looking to launch portfolios of segregated mandates, Professional Adviser's sister title Investment Week understands. <!--summary end--></p> https://www.professionaladviser.com/news/3076762/sjp-launch-portfolios-segregated-mandates https://www.professionaladviser.com/news/3076762/sjp-launch-portfolios-segregated-mandates Tue, 4 Jun 2019 11:24:30 +0000 Peter Elston: Head versus gut in retirement investing <p><!--summary start--> Investing often sees logic overshadowed by gut instinct and, while this can sometimes work in the investor's favour, writes Peter Elston, being logical when others are instinctual can over time reap huge rewards <!--summary end--></p> https://www.professionaladviser.com/opinion/3076711/peter-elston-head-versus-gut-retirement-investing https://www.professionaladviser.com/opinion/3076711/peter-elston-head-versus-gut-retirement-investing Mon, 3 Jun 2019 16:57:00 +0000 Charles Stanley restructure to cost £10m <p><!--summary start--> The major restructure announced by Charles Stanley earlier this month is expected to cost £9.5m, the firm said in its annual results. <!--summary end--></p> https://www.professionaladviser.com/news/3076589/charles-stanley-restructure-cost-gbp10m https://www.professionaladviser.com/news/3076589/charles-stanley-restructure-cost-gbp10m Fri, 31 May 2019 07:26:33 +0000 Lawrence Cook: Developing your centralised investment proposition <p><!--summary start--> How a client is invested is just one, albeit very important, part of the equation, writes Lawrence Cook - the other being a CRP designed to lead to advice specific to the demands of decumulation <!--summary end--></p> https://www.professionaladviser.com/opinion/3076261/developing-centralised-investment-proposition https://www.professionaladviser.com/opinion/3076261/developing-centralised-investment-proposition Fri, 24 May 2019 06:00:00 +0000 Asset manager results round-up: Premier AM sees decline in net inflows <p><!--summary start--> Following an indiscriminately challenging final quarter of 2018 across asset and wealth management, trading updates largely reflect the continued uncertainty from geopolitical tensions and low levels of investor sentiment. Here, Professional Adviser's sister title Investment Week offers a snapshot of the listed groups' state of play. <!--summary end--></p> https://www.professionaladviser.com/news/3076255/asset-manager-results-round-premier-decline-net-inflows https://www.professionaladviser.com/news/3076255/asset-manager-results-round-premier-decline-net-inflows Thu, 23 May 2019 11:27:15 +0000 BNY Mellon IM poaches Aberdeen Standard Investments' Michael Beveridge <p><!--summary start--> Head of UK investment distribution at Aberdeen Standard Investments Michael Beveridge has joined BNY Mellon Investment Management to "support it in its next phase of growth in the UK market". <!--summary end--></p> https://www.professionaladviser.com/news/3076114/bny-mellon-im-poaches-aberdeen-standard-investments-michael-beveridge https://www.professionaladviser.com/news/3076114/bny-mellon-im-poaches-aberdeen-standard-investments-michael-beveridge Tue, 21 May 2019 10:31:09 +0000 SLA sees 42% backlash against directors' pay <p><!--summary start--> Standard Life Aberdeen (SLA) has witnessed a "significant" shareholder revolt against the planned pay awarded to incoming chief financial officer (CFO) Stephanie Bruce. <!--summary end--></p> https://www.professionaladviser.com/news/3075810/sla-backlash-directors-pay https://www.professionaladviser.com/news/3075810/sla-backlash-directors-pay Wed, 15 May 2019 09:00:09 +0000 Pridham Report: BlackRock takes back top spot as fund switches rife <p><!--summary start--> BlackRock is back at the top of the net retail sales table in the latest Pridham Report on the back of positive net flows into its passive funds. <!--summary end--></p> https://www.professionaladviser.com/news/3076580/pridham-report-blackrock-takes-spot-fund-switches-rife https://www.professionaladviser.com/news/3076580/pridham-report-blackrock-takes-spot-fund-switches-rife Fri, 3 May 2019 16:00:00 +0000 Kevin Doran: Investment pathways circumnavigate suitability requirements <p><!--summary start--> Well intentioned as it may be, writes Kevin Doran, the FCA's investment pathways idea runs the risk of exposing investors to equally poor, or potentially worse, outcomes than remaining in cash <!--summary end--></p> https://www.professionaladviser.com/opinion/3074981/kevin-doran-investment-pathways-circumnavigate-suitability-requirements https://www.professionaladviser.com/opinion/3074981/kevin-doran-investment-pathways-circumnavigate-suitability-requirements Thu, 2 May 2019 10:30:00 +0000 XPS to buy Royal London's corporate pensions business <p><!--summary start--> XPS Pensions Group has announced plans to acquire Royal London's corporate pension services division for a cash consideration of £4.8m. <!--summary end--></p> https://www.professionaladviser.com/news/3074910/xps-royal-londons-corporate-pensions-business https://www.professionaladviser.com/news/3074910/xps-royal-londons-corporate-pensions-business Wed, 1 May 2019 11:22:39 +0000 Brewin Dolphin: Why we withdrew £100m mandate from Woodford <p><!--summary start--> Brewin Dolphin withdrew a £100m segregated mandate from Woodford Investment Management last year as the wealth manager moved the bulk of the third-party investments in its Managed Portfolio Service (MPS) from retail funds to segregated mandates. <!--summary end--></p> https://www.professionaladviser.com/news/3074219/brewin-dolphin-withdrew-gbp100m-mandate-woodford https://www.professionaladviser.com/news/3074219/brewin-dolphin-withdrew-gbp100m-mandate-woodford Tue, 16 Apr 2019 07:17:41 +0000 Brewin Dolphin in 'exclusive' talks with Investec about buying wealth management business <p><!--summary start--> Brewin Dolphin is in talks with Investec regarding the sale of Investec's wealth management business in the Republic of Ireland, the firm confirmed over the weekend. <!--summary end--></p> https://www.professionaladviser.com/news/3074151/brewin-dolphin-exclusive-talks-investec-about-buying-wealth-management-business https://www.professionaladviser.com/news/3074151/brewin-dolphin-exclusive-talks-investec-about-buying-wealth-management-business Mon, 15 Apr 2019 08:41:48 +0000 Fund group CEOs lambasted by MPs over conflict of interest on pay <p><!--summary start--> Asset managers faced stinging criticism from politicians on their credentials as responsible investors when it comes to pushing for change on executive pay at FTSE 100 firms. <!--summary end--></p> https://www.professionaladviser.com/news/3073293/fund-ceos-lambasted-mps-conflict-pay https://www.professionaladviser.com/news/3073293/fund-ceos-lambasted-mps-conflict-pay Thu, 28 Mar 2019 08:30:17 +0000 Schroders appoints Robin McDonald head of multi-manager investments <p><!--summary start--> Schroders has promoted Robin McDonald to head of multi-manager investments following the appointment of Marcus Brookes to chief investment officer of the new financial planning tie-up between Schroders and Lloyds, Schroders Personal Wealth. <!--summary end--></p> https://www.professionaladviser.com/news/3073178/schroders-appoints-mcdonald-head-multi-manager-investments https://www.professionaladviser.com/news/3073178/schroders-appoints-mcdonald-head-multi-manager-investments Tue, 26 Mar 2019 13:07:00 +0000 Schroders and Lloyds unveil leadership team for financial planning arm <p><!--summary start--> Schroders and Lloyds Banking Group have named the executive team for their joint financial planning venture, Schroders Personal Wealth. <!--summary end--></p> https://www.professionaladviser.com/news/3073168/schroders-lloyds-unveil-leadership-team-financial-planning-arm https://www.professionaladviser.com/news/3073168/schroders-lloyds-unveil-leadership-team-financial-planning-arm Tue, 26 Mar 2019 12:03:06 +0000 Five main GAM shareholders suffer losses of $840m <p><!--summary start--> The five main GAM shareholders have seen losses of nearly CHF835m ($840m) due to the asset manager's share price nosediving on the back of a tumultuous year. <!--summary end--></p> https://www.professionaladviser.com/news/3073014/-main-gam-shareholders-suffer-losses-usd840m https://www.professionaladviser.com/news/3073014/-main-gam-shareholders-suffer-losses-usd840m Fri, 22 Mar 2019 11:34:40 +0000