Tuesday, 20 October 2020 10:47

Tatton AUM up as DFM retains face-to-face meetings

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Assets under management rose 17.4% at Tatton Asset Management for the first half of its financial year which the discretionary fund manager attributes to “adapting seamlessly to the new trading environment”, including maintaining face-to-face engagement with advisers.

Tuesday, 20 October 2020 10:29

LV= opens smoothed funds to SIPP and SSAS

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LV= has launched a trustee investment plan to make smoothed funds more accessible to SIPP and SSAS investors.

Tuesday, 20 October 2020 09:37

Transact Funds Under Direction grow 8.7%

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Funds under direction at wrap platform Transact grew 3.5% over the quarter ending 30 September 2020, an 8.7% increase for the financial year despite a “difficult and unpredictable” operating environment.

Tuesday, 20 October 2020 08:49

HL adds ex-Liontrust AM chair to board

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Former Liontrust Asset Management Chairman Adrian Collins has been appointed as a non-executive director (NED) at Hargreaves Lansdown following a renegotiation with Peter Hargreaves allowing him to nominate a NED to the board.

Less than a quarter (17%) of financial advice and wealth management businesses feel confident about their ability to secure affordable professional indemnity insurance (PI), according to a new report.

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