Advisors across Sowell's network can choose to either ‘remain actively involved in portfolio decisions or delegate certain ...
Under Pan, the organization pushed for greater access to private market for retail investors and equal tax treatment for ETFs and mutual funds.
CT UK Capital & Income began trading under its newly renamed CT Progressive Income ( CTUK) title on Friday as the £327m UK equity income lifts its dividend targets.
Tax fears may be dominating client meetings, but 80% of delegates are sitting tight until final policies are announced.
The FCA's Rusu called on providers to help consumers understand the risks of turning to LLMs for financial advice.
Citywire understands the asset manager is on a roadshow across Europe to gauge interest in a Ucits version of its Public BDC Income fund.
We unveil the winning firms for the 2026 iteration of the Citywire Investment Performance Awards, held in association with ...
John Morton, CEO of Söderberg & Partners-backed advice firm Vintage Wealth Management, currently has around 45% of its £2bn of assets under advice in its own DFM. ‘I’m comfortable if it gets up to 50% ...
Cazenove Capital has appointed a new head of its Bristol hub following the exit of Robert Nye, Citywire has learned. Portfolio manager Rhys Twomey (pictured) takes charge of the wealth firm’s South ...
The activist investor and Devon Equity Management's Richard Pavry were appointed as non-executives directors of the winding down trust.
Watch: Infrastructure experts discuss how to invest in the energy rush for AI infrastructure and the importance of managing ...
Advice firm Penguin Wealth has partnered with the Development Bank of Wales to fund acquisitions without squeezing its ...
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