Industry
PEOPLE MOVES: Franklin Templeton, St James’s Place, EFG
CEO change at global asset manager, while former LGIM head of personal investing joins wealth firm
Newly created IFA in ‘active discussions’ with 20 UK firms
Former head of wealth at Kingswood takes on chief executive role at M&A-hungry business
Brooks Macdonald buys Scottish wealth manager for £39m
It intends to raise approximately £30m via an equity placing
IFAs not sold on Office of Tax Simplification’s IHT proposals
Only 19% believe they will have a positive impact if introduced
Best Practice | 21 Nov 19
CFA UK unveils ESG qualification with European expansion plans
As IFA partners with Cannacord Genuity WM to offer responsible futures investment range