Morningstar
Morningstar sets up wealth management solutions arm
Several months after it bought Praemium’s UK and international business
How will dividend tax rises impact UK advice clients?
‘Investors will need to switch to a capital withdrawal strategy in retirement’
Praemium sells UK and international arm to Morningstar for £35m
Acquirer will ‘bring its global footprint and investment scale to better serve the interests’ of clients
Morningstar IM creates multi-asset range to serve global clients
Advisers ‘increasingly looking to provide investment solutions’ to customers with money outside UK
PEOPLE MOVES: M&G, Quilter, Novia Global
Global investment manager creates retail & savings managing director role, while adviser platform hires for growth push