United Kingdom and USA flags over blue sky background. 3D illustration

Investment | 26 Feb 24

Evelyn Partners adds to US equities and UK gilts in Core MPS rebalancing

Shift sees new positions taken in the Premier Miton US Opportunities fund and two gilt ETFs

House symbol sitting over a bar graph. Selective focus. Horizontal composition with copy space. Mortgage and finance concept.

Investment | 26 Feb 24

Open-ended property funds: Is the future hybrid?

Fund selectors talk about what the future of property investing will look like

Financial Report. Reviewing investment portfolio. Adjusting portfolios from raising interest rates from the federal government or FED. Inflation, stock markets, funds, cryptocurrencies. Investors check their investment assets.

Companies | 22 Feb 24

Wealth Club launches managed portfolio service

Managed by head of research, Jonathan Moyes

Clients ‘outliving their savings’ tops advisers’ list of concerns

Industry | 22 Feb 24

Clients ‘outliving their savings’ tops advisers’ list of concerns

71% of 200 advisers interviewed pointed to this as a major issue

People Moves | 22 Feb 24

PEOPLE MOVES: Evelyn Partners, LGT Wealth, Global X ETFs

Evelyn Partners adds to its Guildford office