Citywire

Citywire The essential news source for Wealth Managers, Financial Advisers, Fund Selectors and Fund Managers. We are totally independent and passionate about what we do.

Citywire provides news, information and insight for professional advisers and investors around the world. We publish our own news, analysis and unique fund manager performance information that helps professional investors such as financial advisers, wealth managers and fund selectors make the best decisions about where to place their clients’ money. We won’t compromise in our quest to provide professional investors with the best and most accurate news, insight and data that we can provide.

The FCA has completed investigations into 30 advice firms believed to have offered unsuitable transfer advice to former ...
28/06/2023

The FCA has completed investigations into 30 advice firms believed to have offered unsuitable transfer advice to former members of the British Steel Pension Scheme (BSPS).

Nicole Blackburn of NMA has more:

More decision notices are to be published where misconduct is identified, with penalties to be paid to the FSCS.

BNP Paribas Asset Management has launched its first Irish ETF after receiving the go-ahead to develop a passive range in...
28/06/2023

BNP Paribas Asset Management has launched its first Irish ETF after receiving the go-ahead to develop a passive range in the country.

Ian Heath of Citywire Selector has the details:

ESG-focused tracker fund will be listed on Dublin, Paris and Frankfurt stock exchanges.

Odey Asset Management (Odey AM) is in ‘advanced talks’ to transfer four European equity funds to SW Mitchell Capital, ac...
28/06/2023

Odey Asset Management (Odey AM) is in ‘advanced talks’ to transfer four European equity funds to SW Mitchell Capital, according to a letter to investors seen by Citywire Wealth Manager.

Robin Amos reports:

Odey Asset Management is in ‘advanced talks’ to move four European equity funds run by star manager Oliver Kelton to SW Mitchell Capital.

Aegon pensions director Steven Cameron shares his top 10 tips for how advisers should prepare for the FCA’s consumer dut...
28/06/2023

Aegon pensions director Steven Cameron shares his top 10 tips for how advisers should prepare for the FCA’s consumer duty reforms.

from Citywire New Model Adviser

Aegon pensions director Steven Cameron shares his top 10 tips for how advisers should prepare for the FCA’s consumer duty reforms.

Judging from the responses to our article on investment expectations, it appears readers would prefer portfolio managers...
24/06/2023

Judging from the responses to our article on investment expectations, it appears readers would prefer portfolio managers to have a degree of vested interest.

Chris Sloley of Citywire Selector breaks down the results:

Judging from the responses to our article on investment expectations, it appears readers would prefer portfolio managers to have a degree of vested interest.

Platform provider P1 Investment is launching a tool that it claims enables advisers to integrate any software with the p...
22/06/2023

Platform provider P1 Investment is launching a tool that it claims enables advisers to integrate any software with the platform at no added cost.

Alicja Hagopian of New Model Advisor reports:

The platform is launching an API that enables advisers to share platform data with other software.

Atomos has hired Max Newman from Julius Baer as a direct equity specialist.Christopher Johnson of Citywire Wealth report...
22/06/2023

Atomos has hired Max Newman from Julius Baer as a direct equity specialist.

Christopher Johnson of Citywire Wealth reports:

Working alongside Atomos head of investments Haig Bathgate, Max Newman will oversee the firm’s direct equity proposition.

Platform provider P1 is launching a tool that it claims enables advisers to integrate any software with the platform at ...
22/06/2023

Platform provider P1 is launching a tool that it claims enables advisers to integrate any software with the platform at no added cost.

Alicja Hagopian of New Model Adviser writes:

The platform is launching an API that enables advisers to share platform data with other software.

RBC Brewin Dolphin has moved its Cardiff team to new premises as part of the company’s wider push into the region. Olivi...
22/06/2023

RBC Brewin Dolphin has moved its Cardiff team to new premises as part of the company’s wider push into the region.

Olivia Bybel of Citywire Wealth:

RBC Brewin Dolphin has moved its Cardiff team to new premises as part of its wider push into the region.

Private equity owners are inhibiting opportunities for advice firms to innovate and explore new ways of providing advice...
22/06/2023

Private equity owners are inhibiting opportunities for advice firms to innovate and explore new ways of providing advice, according to Boring Money CEO Holly Mackay.

Nicola Blackburn of New Model Adviser:

Private equity investment could be hindering innovation at advice firms at a time when new tools, such as AI, are creating fresh possibilities for delivering advice.

Toscafund has launched a ‘market thinking’ strategy for former Axa Investment Managers’ portfolio manager Mark Tinker, C...
21/06/2023

Toscafund has launched a ‘market thinking’ strategy for former Axa Investment Managers’ portfolio manager Mark Tinker, Citywire Selector can reveal.

Chris Sloley reports:

Specialist investment firm unveils new strategy for former Axa IM fund manager Mark Tinker.

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