Jack Gilbert

4 weeks ago | citywire.com | Daniel Grote |Victoria Bell |Joe Stonor |Jack Gilbert

M&G has confirmed it will put its flagship £64bn Prufunds range on FNZ platforms later this year. Citywire New Model Adviser revealed in February that M&G was working with FNZ to launch the range on its platforms, with Scottish Widows being the first. Experts said at the time it made sense for M&G to start with FNZ platforms, which include Abrdn, Aviva, Scottish Widows and Quilter, because of its dominance in the market. Already have an account?

4 weeks ago | citywire.com | Angus Foote |Joe Stonor |Victoria Bell |Jack Gilbert

Söderberg & Partners has announced three further investments in IFAs as it continues its rapid expansion in the UK advice space. The Scandinavian wealth manager picked up stakes in Cheetham Jackson, Blakes Financial Management, and Murphy Wealth. The investments are in addition to the firm’s acquisition of a stake in County Durham advice firm Active Financial Planners, which Citywire first reported last week. The four advice firms manage around £1.4bn of client assets between them.

4 weeks ago | citywire.com | Andrew Foerch |Joe Stonor |Victoria Bell |Jack Gilbert

Despite three years of widening discounts, the CEO of Citywire New Model adviser Top 100 firm BRI Wealth Management believes now is the time to buy investment trusts. ‘I love investment trusts,’ said Dan Boardman-Weston, citing ‘typically greater returns’ than open-ended equivalents, exposure to private markets, and the cheap discounts at which many are trading. The investment trust industry has endured a torrid few years.

4 weeks ago | citywire.com | Joe Stonor |Andrew Foerch |Victoria Bell |Jack Gilbert

We know plenty of financial advisers and wealth managers like to hit the golf course, but few get to live the dream like one US-based CEO did last weekend. Michael McDermott, who runs Pennsylvania-headquartered Kathmere Capital Management, was the designated ‘marker’ for the Masters Tournament at the legendary Augusta National Golf Club.

4 weeks ago | citywire.com | Dylan Lobo |Victoria Bell |Joe Stonor |Jack Gilbert

Transact turned 25 last month, its parent company IntegraFin noted in the business’s second-quarter update. In what many advisers would see as typical Transact fashion, the company has yet to mark the anniversary though. Due to the anniversary falling in the busy tax-year end period, the business will instead celebrate properly with a staff party in May. It will also launch an advertising campaign on 12 May and write to advisers to thank them for their contribution. Already have an account?