Products & Services

Schroders Personal Wealth (SPW) has announced the launch of its junior ISA (JISA) – a means of encouraging client conversations around family financial planning.

7IM has purchased a company dedicated to helping private clients “independently” find a wealth management firm.

Aviva Investors has launched an ESG training programme for financial advisers, designed to assist with preparations for the next round of changes to MiFID II.

Brewin Dolphin has appointed BMO Global Asset Management (BMO GAM) as its partner to handle its corporate engagement and proxy voting needs.

Wealth manager Connor Broadley has announced it has successfully completed its migration to the SEI Wealth Platform.

Brewin Dolphin has announced it will remove VAT across both its active and passive Managed Portfolio Service (MPS) ranges from 1 October.

Boutique investment manager Sparrows Capital has launched a range of ESG portfolios via its model portfolio service (MPS) for financial advisers.

St. James's Place (SJP) has selected eVestment, a global institutional investment data and analytics firm, to serve clients with its distinct approach to investment management.

Wealth manager Tilney has launched a sustainable model portfolio service (MPS) to the adviser market.

The Financial Conduct Authority (FCA) is looking to extend the redemption period for property funds to up to 180 days – an attempt to address the liquidity problems which are a feature of the sector in turbulent times.