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1 month ago | 
moneymarketing.co.uk | Darius McQuaid |Momodou Musa Touray |Alistair Cunningham |David W Coombs
Rathbones Asset Management (RAM) has announced three senior appointments to its distribution team. Tom Hobbs has joined as business development director for the West of England. Hobbs will be based in Bristol. He was previously regional head of business development at Vanguard Asset Management. At Vanguard he was responsible for “growing and developing long-term relationships with regional financial planning, wealth management and discretionary fund managers in the Southwest region and Wales”.
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1 month ago | 
moneymarketing.co.uk | Momodou Musa Touray |Darius McQuaid |David W Coombs
The direct-to-consumer (D2C) investment platform market delivered a strong performance in the first quarter of 2025, supported by a robust ISA season and improving investor confidence, according to Fundscape’s latest Direct Matters report. Despite geopolitical tensions and mixed economic signals, D2C platforms saw gross sales rise to over £19bn in Q1 — up 19% from the previous quarter.
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1 month ago | 
moneymarketing.co.uk | Momodou Musa Touray |Dan Cooper |David W Coombs
Just Group has announced a significant upgrade to its Secure Lifetime Income (SLI) solution, introducing more flexible and client-friendly death benefit options to better support advisers and retirees.
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1 month ago | 
moneymarketing.co.uk | Tom Browne |David W Coombs |Chris Davies |Steffen Pauls
Financial advisers must do more to engage with younger generations, according to financial journalist and broadcaster Iona Bain, who warned that many young people are in “desperate need of help” with their finances. Bain delivered her keynote speech at MMI Leeds today (8 May), entitled ‘Intergenerational planning: Asset retention and engagement with the clients of tomorrow’.
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1 month ago | 
moneymarketing.co.uk | Dan Cooper |David W Coombs |Alannah Kinsella
Quilter Cheviot Europe Limited (QCE), the Irish subsidiary of wealth manager Quilter Cheviot, has acquired Dublin-based investment advisory firm GillenMarkets. GillenMarkets was founded 15 years ago by Rory Gillen and currently advises on over €600m of assets for around 500 families. As part of the acquisition, the firm’s founder, five investment advisers and their support team will join QCE’s Dublin-based team.
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1 month ago | 
moneymarketing.co.uk | Momodou Musa Touray |David W Coombs |Darius McQuaid |Salome Asabre
The CFA Institute is calling on policymakers to establish clearer legal frameworks to support the global growth of digital finance, particularly as tokenisation gains traction in markets worldwide. In a report published today (6 May), the institute outlines a series of policy recommendations aimed at unlocking the full potential of digital assets.
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1 month ago | 
moneymarketing.co.uk | David W Coombs |Darius McQuaid |Momodou Musa Touray
The Financial Conduct Authority has said it is considering launching a live artificial intelligence (AI) testing service to help “fill a testing gap” which is currently slowing firms’ adoption of AI. AI continues to evolve swiftly, which the regulator said requires an “agile approach”. The live testing service would allow firms to collaborate with the FCA while they check that their new AI tools are ready to be used.
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2 months ago | 
moneymarketing.co.uk | David W Coombs |Momodou Musa Touray |Darius McQuaid
In the lead up to 2 April – dubbed ‘Liberation Day’ by US President Donald Trump – markets were positioned for some pain from higher tariffs on trade. What they weren’t ready for was for Trump to attempt to end globalisation in one sitting. The administration’s ‘reciprocal’ tariff formula made little sense. Neither does the administration’s implicit goal of completely eliminating all trade deficits with other countries.
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Feb 24, 2025 | 
moneymarketing.co.uk | David W Coombs |Dan Cooper |Yasmina Siadatan
In contrast to the outrageously strong US economy, Britain is having a grim run that would be forgettable if it wasn’t so menacing. GDP growth has flowed out just like flows from overseas investors. Business confidence collapsed on the Budget’s soon-to-be-implemented tax rises on employers, while consumers aren’t exactly chipper either. Into this malaise was sprinkled a measure of dread when a sharp rise in US bond yields took gilts with them.
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Jan 8, 2025 | 
moneymarketing.co.uk | Ian McKenna |ian mckenna |David W Coombs |Fiona Tait |Jamie Jenkins
New legislation, rapidly progressing through parliament, is destined to have a major impact on the advice market. This should be excellent news for advisers and clients. That said, it looks likely to present significant challenges to providers of all shapes and sizes and may also have unexpected consequences for adviser and adviser tech firms. When parliament was dissolved before the July election, the Data Protection and Digital Information No 2 Bill did not make it on to the statute book.
