Investment Week www.investmentweek.co.uk Fidelity platform restricts new investments into Jupiter UK Mid Cap and UK Smaller Companies <img alt="Fidelity platform restricts new investments into Jupiter UK Mid Cap and UK Smaller Companies " src="https://www.investmentweek.co.uk/api/v1/wps/e6e09f0/5b14d90f-a6f5-4615-9100-4c10f127ae9f/24/investment-platform-185x114.jpg" /> <p><!--summary start--> Fidelity’s personal investing platform has restricted new investments into the £544.7m Jupiter UK Mid Cap and the £422.5m Jupiter UK Smaller Companies funds. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/e6e09f0/5b14d90f-a6f5-4615-9100-4c10f127ae9f/24/investment-platform-185x114.jpg https://www.investmentweek.co.uk/news/4178972/fidelity-platform-restricts-investments-jupiter-uk-mid-cap-uk-companies https://www.investmentweek.co.uk/news/4178972/fidelity-platform-restricts-investments-jupiter-uk-mid-cap-uk-companies https://www.investmentweek.co.uk/news/4178972/fidelity-platform-restricts-investments-jupiter-uk-mid-cap-uk-companies Tue, 27 Feb 2024 11:39:30 +0000 DIY investment market hits £392bn as top five platforms remain dominant <img alt="DIY investment market hits £392bn as top five platforms remain dominant" src="https://www.investmentweek.co.uk/api/v1/wps/d9749e6/5b14d90f-a6f5-4615-9100-4c10f127ae9f/4/investment-platform-185x114.jpg" /> <p><!--summary start--> The DIY investment market grew 13.5% over 2023, hitting an all-time high of £391.8bn in assets under administration, while the top five players remain a dominant force. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/d9749e6/5b14d90f-a6f5-4615-9100-4c10f127ae9f/4/investment-platform-185x114.jpg https://www.investmentweek.co.uk/news/4178633/diy-investment-market-hits-gbp392bn-platforms-remain-dominant https://www.investmentweek.co.uk/news/4178633/diy-investment-market-hits-gbp392bn-platforms-remain-dominant https://www.investmentweek.co.uk/news/4178633/diy-investment-market-hits-gbp392bn-platforms-remain-dominant Mon, 26 Feb 2024 15:08:11 +0000 Hargreaves Lansdown profits drop 8% as platform ramps up technology spend <img alt="Hargreaves Lansdown profits drop 8% as platform ramps up technology spend" src="https://www.investmentweek.co.uk/api/v1/wps/c657780/732b61d9-e3fb-4491-b3d5-a4d59ec7b5d1/14/Dan-Olley-Photo-roi-2-185x114.jpg" /> <p><!--summary start--> Profits at Hargreaves Lansdown fell in the second half of last year due to higher strategic spend on technology and staff costs, as inflows slowed due to lower investor confidence. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/c657780/732b61d9-e3fb-4491-b3d5-a4d59ec7b5d1/14/Dan-Olley-Photo-roi-2-185x114.jpg https://www.investmentweek.co.uk/news/4177325/hargreaves-lansdown-profits-drop-platform-ramps-technology-spend https://www.investmentweek.co.uk/news/4177325/hargreaves-lansdown-profits-drop-platform-ramps-technology-spend https://www.investmentweek.co.uk/news/4177325/hargreaves-lansdown-profits-drop-platform-ramps-technology-spend Thu, 22 Feb 2024 11:47:30 +0000 abrdn takes 60% haircut on Virgin Money stake as bank assumes full ownership of investment venture <img alt="abrdn takes 60% haircut on Virgin Money stake as bank assumes full ownership of investment venture" src="https://www.investmentweek.co.uk/api/v1/wps/48c6852/b4c447bf-e0ee-41d7-8997-9873de1681ac/3/Business-deal-done-shake-hands-185x114.jpg" /> <p><!--summary start--> FTSE 250-listed asset manager abrdn has lost more than half the value of its stake in Virgin Money Investments, as the bank brings the joint venture into sole ownership. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/48c6852/b4c447bf-e0ee-41d7-8997-9873de1681ac/3/Business-deal-done-shake-hands-185x114.jpg https://www.investmentweek.co.uk/news/4174039/abrdn-takes-haircut-virgin-money-stake-bank-assumes-ownership-investment-venture https://www.investmentweek.co.uk/news/4174039/abrdn-takes-haircut-virgin-money-stake-bank-assumes-ownership-investment-venture https://www.investmentweek.co.uk/news/4174039/abrdn-takes-haircut-virgin-money-stake-bank-assumes-ownership-investment-venture Wed, 14 Feb 2024 11:40:08 +0000 Jefferies lifts AJ Bell valuation after assets hit record high <img alt="Jefferies lifts AJ Bell valuation after assets hit record high" src="https://www.investmentweek.co.uk/api/v1/wps/9bdcc7e/1b88f0fe-622a-44b8-855a-9a5ae8f0f7d3/11/city-g2109df25e-1920-185x114.jpg" /> <p><!--summary start--> Jefferies, which holds a ‘Buy’ rating on AJ Bell, has raised its valuation on the investment platform after it beat the broker’s assets under administration estimates. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/9bdcc7e/1b88f0fe-622a-44b8-855a-9a5ae8f0f7d3/11/city-g2109df25e-1920-185x114.jpg https://www.investmentweek.co.uk/news/4166040/jefferies-lifts-aj-bell-valuation-assets-hit-record https://www.investmentweek.co.uk/news/4166040/jefferies-lifts-aj-bell-valuation-assets-hit-record https://www.investmentweek.co.uk/news/4166040/jefferies-lifts-aj-bell-valuation-assets-hit-record Mon, 22 Jan 2024 12:37:53 +0000 Retail access to crypto ETFs to face Consumer Duty hurdles even if 'unlikely' UK approval granted <img alt="Retail access to crypto ETFs to face Consumer Duty hurdles even if &#39;unlikely&#39; UK approval granted" src="https://www.investmentweek.co.uk/api/v1/wps/67a5f83/89232c76-dae0-44e1-bd33-28882f061d24/26/crypto-trading-185x114.jpg" /> <p><!--summary start--> Direct-to-consumer investment platforms in the UK may face obstacles in offering crypto ETFs due to Consumer Duty regulations, should these products ever be approved for sale by the Financial Conduct Authority. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/67a5f83/89232c76-dae0-44e1-bd33-28882f061d24/26/crypto-trading-185x114.jpg https://www.investmentweek.co.uk/news-analysis/4164530/retail-access-crypto-etfs-consumer-duty-hurdles-unlikely-uk-approval-granted https://www.investmentweek.co.uk/news-analysis/4164530/retail-access-crypto-etfs-consumer-duty-hurdles-unlikely-uk-approval-granted https://www.investmentweek.co.uk/news-analysis/4164530/retail-access-crypto-etfs-consumer-duty-hurdles-unlikely-uk-approval-granted Wed, 17 Jan 2024 15:06:15 +0000 Retail investors return to markets in November but UK remains unloved <img alt="Retail investors return to markets in November but UK remains unloved" src="https://www.investmentweek.co.uk/api/v1/wps/81d9770/4453a192-077e-4730-99ba-facb76a6e320/8/fund-flows-192-158-185x114.jpg" /> <p><!--summary start--> Retail investors in the UK flocked back to markets in November 2023, reversing the flight to safety witnessed in the previous months. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/81d9770/4453a192-077e-4730-99ba-facb76a6e320/8/fund-flows-192-158-185x114.jpg https://www.investmentweek.co.uk/news/4162568/retail-investors-return-markets-november-uk-remains-unloved https://www.investmentweek.co.uk/news/4162568/retail-investors-return-markets-november-uk-remains-unloved https://www.investmentweek.co.uk/news/4162568/retail-investors-return-markets-november-uk-remains-unloved Thu, 11 Jan 2024 11:50:15 +0000 Jefferies retains 'Buy' rating for Hargreaves Lansdown <img alt="Jefferies retains &#39;Buy&#39; rating for Hargreaves Lansdown " src="https://www.investmentweek.co.uk/api/v1/wps/f1cdf6f/94ce539d-2de5-4336-92b4-1042fe9c1d78/19/buy-sell-stocks-185x114.jpg" /> <p><!--summary start--> Jefferies has restated its ‘Buy’ rating for Hargreaves Lansdown, a positive call amid a run of negative ratings on the DIY investment platform. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/f1cdf6f/94ce539d-2de5-4336-92b4-1042fe9c1d78/19/buy-sell-stocks-185x114.jpg https://www.investmentweek.co.uk/news/4162107/jefferies-retains-rating-hargreaves-lansdown https://www.investmentweek.co.uk/news/4162107/jefferies-retains-rating-hargreaves-lansdown https://www.investmentweek.co.uk/news/4162107/jefferies-retains-rating-hargreaves-lansdown Wed, 10 Jan 2024 11:44:49 +0000 Fundsmith Equity slips further down ii most bought list <img alt="Fundsmith Equity slips further down ii most bought list" src="https://www.investmentweek.co.uk/api/v1/wps/ac7890c/180b5df8-18da-4fc6-8c10-f1f1be9d7fc3/25/terry-smith-192-158-185x114.jpg" /> <p><!--summary start--> Fundsmith Equity has slipped further down interactive investor's most-bought fund list, dropping to fourth place in December, although it remains the bestseller for 2023. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/ac7890c/180b5df8-18da-4fc6-8c10-f1f1be9d7fc3/25/terry-smith-192-158-185x114.jpg https://www.investmentweek.co.uk/news/4160466/fundsmith-equity-slips-ii-most-bought-list-december https://www.investmentweek.co.uk/news/4160466/fundsmith-equity-slips-ii-most-bought-list-december https://www.investmentweek.co.uk/news/4160466/fundsmith-equity-slips-ii-most-bought-list-december Thu, 4 Jan 2024 11:30:00 +0000 Friday Briefing: 2023 or 2022, again? <img alt="Friday Briefing: 2023 or 2022, again?" src="https://www.investmentweek.co.uk/api/v1/wps/5ba539c/4bb07f01-82ed-471d-b5e4-b896a9aa60a1/16/Eve-Maddock-Jones-107-Edit-185x114.jpg" /> <p><!--summary start--> 2023 felt much like an echo of 2022, with continuing drama from several repeat customers (Home REIT and Woodford, to name a couple) and some of the same issues (property fund liquidity issues, fixed income and UK despondency), but there was also a cohort of new headline grabbers (NewGAMe and UK listings). <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/5ba539c/4bb07f01-82ed-471d-b5e4-b896a9aa60a1/16/Eve-Maddock-Jones-107-Edit-185x114.jpg https://www.investmentweek.co.uk/opinion/4159783/friday-briefing-2023-2022 https://www.investmentweek.co.uk/opinion/4159783/friday-briefing-2023-2022 https://www.investmentweek.co.uk/opinion/4159783/friday-briefing-2023-2022 Tue, 2 Jan 2024 10:33:45 +0000 UK mixed asset funds suffer 'unusually large' outflows in November <img alt="UK mixed asset funds suffer &#39;unusually large&#39; outflows in November" src="https://www.investmentweek.co.uk/api/v1/wps/830f445/43be7917-c4fc-4da5-81f5-4573b0876d45/12/global-funds-185x114.jpg" /> <p><!--summary start--> Mixed asset funds suffered the largest outflows of any asset class in the month of November, at £2.9bn, according to LSEG Lipper’s UK Fund Flows report. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/830f445/43be7917-c4fc-4da5-81f5-4573b0876d45/12/global-funds-185x114.jpg https://www.investmentweek.co.uk/news/4158516/uk-mixed-asset-funds-suffer-unusually-outflows-november https://www.investmentweek.co.uk/news/4158516/uk-mixed-asset-funds-suffer-unusually-outflows-november https://www.investmentweek.co.uk/news/4158516/uk-mixed-asset-funds-suffer-unusually-outflows-november Wed, 20 Dec 2023 11:38:06 +0000 Investment Company of the Year Awards Winners Interview - Alliance Trust <img alt="Investment Company of the Year Awards Winners Interview - Alliance Trust" src="https://www.investmentweek.co.uk/api/v1/wps/6616e7d/05cc7507-009b-47e0-b323-f5c8e57042b8/3/ICYA-Winner-social-graphic-edited-version-1-185x114.jpeg" /> <p><!--summary start--> <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/6616e7d/05cc7507-009b-47e0-b323-f5c8e57042b8/3/ICYA-Winner-social-graphic-edited-version-1-185x114.jpeg https://www.investmentweek.co.uk/interview/4157508/investment-company-awards-winners-interview-alliance-trust https://www.investmentweek.co.uk/interview/4157508/investment-company-awards-winners-interview-alliance-trust https://www.investmentweek.co.uk/interview/4157508/investment-company-awards-winners-interview-alliance-trust Mon, 18 Dec 2023 09:54:04 +0000 Allfunds launches analysis tool with wealth platform Ardan <img alt="Allfunds launches analysis tool with wealth platform Ardan" src="https://www.investmentweek.co.uk/api/v1/wps/b05d867/d5b94f73-1c30-4c89-a3cf-3f8793a2cb14/18/data-iStock-1465316259-185x114.jpg" /> <p><!--summary start--> Allfunds has launched a new tool for portfolio analysis, in collaboration with wealth management platform Ardan. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/b05d867/d5b94f73-1c30-4c89-a3cf-3f8793a2cb14/18/data-iStock-1465316259-185x114.jpg https://www.investmentweek.co.uk/news/4157491/allfunds-launches-analysis-tool-wealth-manager-platform-ardan https://www.investmentweek.co.uk/news/4157491/allfunds-launches-analysis-tool-wealth-manager-platform-ardan https://www.investmentweek.co.uk/news/4157491/allfunds-launches-analysis-tool-wealth-manager-platform-ardan Mon, 18 Dec 2023 08:33:54 +0000 FCA raises alarm on platforms' handling of customer cash interest <img alt="FCA raises alarm on platforms&#39; handling of customer cash interest" src="https://www.investmentweek.co.uk/api/v1/wps/02b63a7/b538a276-4166-4c09-8eda-2c6f47d7d9ca/18/fca-reception-1-580-358-185x114.jpg" /> <p><!--summary start--> The Financial Conduct Authority has today (12 December) written to investment platforms and self-invested personal pensions operators to set out its concerns on the way firms deal with any interest earned on customer cash balances. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/02b63a7/b538a276-4166-4c09-8eda-2c6f47d7d9ca/18/fca-reception-1-580-358-185x114.jpg https://www.investmentweek.co.uk/news/4155801/fca-raises-alarm-platforms-handling-customer-cash-interest https://www.investmentweek.co.uk/news/4155801/fca-raises-alarm-platforms-handling-customer-cash-interest https://www.investmentweek.co.uk/news/4155801/fca-raises-alarm-platforms-handling-customer-cash-interest Tue, 12 Dec 2023 08:05:20 +0000 European Opportunities among seven funds at risk of removal from TILLIT best buy list <img alt="European Opportunities among seven funds at risk of removal from TILLIT best buy list" src="https://www.investmentweek.co.uk/api/v1/wps/ec0456b/77a5eeeb-4201-453d-b89d-619a682eb576/14/2020-stockmarket-performance-generic-women-in-business-185x114.jpg" /> <p><!--summary start--> The European Opportunities trust is among seven funds at risk of being removed from TILLIT's best buy list, as the DIY investment platform looks to enhance transparency in its fund recommendation process. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/ec0456b/77a5eeeb-4201-453d-b89d-619a682eb576/14/2020-stockmarket-performance-generic-women-in-business-185x114.jpg https://www.investmentweek.co.uk/news/4155583/european-opportunities-seven-funds-risk-removal-tillit-best-list https://www.investmentweek.co.uk/news/4155583/european-opportunities-seven-funds-risk-removal-tillit-best-list https://www.investmentweek.co.uk/news/4155583/european-opportunities-seven-funds-risk-removal-tillit-best-list Mon, 11 Dec 2023 15:03:07 +0000 LTAFs elude retail investors as platforms shun Innovative Finance ISA <img alt="LTAFs elude retail investors as platforms shun Innovative Finance ISA" src="https://www.investmentweek.co.uk/api/v1/wps/199f77f/2415299d-5f8a-4c01-991d-e13ee24aa472/37/Getting-past-obstacles-iStock-1205888411-185x114.jpg" /> <p><!--summary start--> Several UK investment platforms have no plans to offer an Innovative Finance ISA (IFISA), meaning retail investors will still not be able access the Financial Conduct Authority's Long-Term Asset Funds (LTAFs). <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/199f77f/2415299d-5f8a-4c01-991d-e13ee24aa472/37/Getting-past-obstacles-iStock-1205888411-185x114.jpg https://www.investmentweek.co.uk/news/4153938/ltafs-elude-retail-investors-platforms-shun-innovative-finance-isa https://www.investmentweek.co.uk/news/4153938/ltafs-elude-retail-investors-platforms-shun-innovative-finance-isa https://www.investmentweek.co.uk/news/4153938/ltafs-elude-retail-investors-platforms-shun-innovative-finance-isa Thu, 7 Dec 2023 11:47:23 +0000 Income fund favourites jostle with more adventurous rivals in ii's November most bought <img alt="Income fund favourites jostle with more adventurous rivals in ii&#39;s November most bought" src="https://www.investmentweek.co.uk/api/v1/wps/2ce67d2/4148b08f-6f4b-41ba-8281-9553965d9431/15/Market-Volatility-1310618429-185x114.jpg" /> <p><!--summary start--> Income and safety were still on the agenda among fund buyers in November, but a new wave of investors bucked the trend and pursued more adventurous investments. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/2ce67d2/4148b08f-6f4b-41ba-8281-9553965d9431/15/Market-Volatility-1310618429-185x114.jpg https://www.investmentweek.co.uk/news/4153246/income-fund-favourites-jostle-adventurous-rivals-iis-november-most-bought https://www.investmentweek.co.uk/news/4153246/income-fund-favourites-jostle-adventurous-rivals-iis-november-most-bought https://www.investmentweek.co.uk/news/4153246/income-fund-favourites-jostle-adventurous-rivals-iis-november-most-bought Tue, 5 Dec 2023 14:45:57 +0000 Robinhood expands trading offering to the UK <img alt="Robinhood expands trading offering to the UK" src="https://www.investmentweek.co.uk/api/v1/wps/5e0eea9/37cce132-b291-4715-aae2-565ee4ee27e3/10/trading-figure-financial-charts-electric-blue-screen-185x114.jpg" /> <p><!--summary start--> American trading platform Robinhood has launched in the UK today (30 November), offering retail investors access to more than 6,000 US-listed stocks. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/5e0eea9/37cce132-b291-4715-aae2-565ee4ee27e3/10/trading-figure-financial-charts-electric-blue-screen-185x114.jpg https://www.investmentweek.co.uk/news/4151806/robinhood-expands-trading-offering-uk https://www.investmentweek.co.uk/news/4151806/robinhood-expands-trading-offering-uk https://www.investmentweek.co.uk/news/4151806/robinhood-expands-trading-offering-uk Thu, 30 Nov 2023 11:28:22 +0000 Saxo adds funds offering to its platform in UK <img alt="Saxo adds funds offering to its platform in UK" src="https://www.investmentweek.co.uk/api/v1/wps/d943590/d04e5463-746c-4ea9-a523-f6b57ddd335a/9/WHITE-THOMPSON-Charlie-Saxo-2022-v2-185x114.jpg" /> <p><!--summary start--> Fintech specialist Saxo has launched a funds offering in the UK, available to retail investors via its platform. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/d943590/d04e5463-746c-4ea9-a523-f6b57ddd335a/9/WHITE-THOMPSON-Charlie-Saxo-2022-v2-185x114.jpg https://www.investmentweek.co.uk/news/4150595/saxo-adds-funds-offering-platform-uk https://www.investmentweek.co.uk/news/4150595/saxo-adds-funds-offering-platform-uk https://www.investmentweek.co.uk/news/4150595/saxo-adds-funds-offering-platform-uk Mon, 27 Nov 2023 11:22:51 +0000 Autumn Statement 23: LTAFs to be included in ISAs amid sweeping regime overhaul <img alt="Autumn Statement 23: LTAFs to be included in ISAs amid sweeping regime overhaul" src="https://www.investmentweek.co.uk/api/v1/wps/f9eebc4/5b14d90f-a6f5-4615-9100-4c10f127ae9f/9/investment-platform-185x114.jpg" /> <p><!--summary start--> Chancellor Jeremy Hunt has revealed the government will simplify the Individual Savings Account regime to make it easier for consumers to invest. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/f9eebc4/5b14d90f-a6f5-4615-9100-4c10f127ae9f/9/investment-platform-185x114.jpg https://www.investmentweek.co.uk/news/4149255/autumn-statement-23-ltafs-included-isas-amid-sweeping-regime-overhaul https://www.investmentweek.co.uk/news/4149255/autumn-statement-23-ltafs-included-isas-amid-sweeping-regime-overhaul https://www.investmentweek.co.uk/news/4149255/autumn-statement-23-ltafs-included-isas-amid-sweeping-regime-overhaul Wed, 22 Nov 2023 13:58:32 +0000 Consumer Duty risks drive Hargreaves Lansdown and AJ Bell 'Sell' rating from UBS <img alt="Consumer Duty risks drive Hargreaves Lansdown and AJ Bell &#39;Sell&#39; rating from UBS" src="https://www.investmentweek.co.uk/api/v1/wps/a728950/7cfad448-bbe5-460e-ab3c-ed95804f59c2/20/Hargreaves-Lansdown-building-185x114.jpg" /> <p><!--summary start--> UBS has launched its research coverage of platform providers AJ Bell and Hargreaves Lansdown with a ‘Sell’ rating, due to perceived Consumer Duty risks. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/a728950/7cfad448-bbe5-460e-ab3c-ed95804f59c2/20/Hargreaves-Lansdown-building-185x114.jpg https://www.investmentweek.co.uk/news/4144416/consumer-duty-risks-drive-hargreaves-lansdown-aj-bell-sell-rating-ubs https://www.investmentweek.co.uk/news/4144416/consumer-duty-risks-drive-hargreaves-lansdown-aj-bell-sell-rating-ubs https://www.investmentweek.co.uk/news/4144416/consumer-duty-risks-drive-hargreaves-lansdown-aj-bell-sell-rating-ubs Thu, 9 Nov 2023 11:46:31 +0000 Income funds knock Scottish Mortgage and Fundsmith Equity off most bought spots <img alt="Income funds knock Scottish Mortgage and Fundsmith Equity off most bought spots" src="https://www.investmentweek.co.uk/api/v1/wps/5a666df/0375add8-ac87-4231-acc1-984e53c39304/20/2020-equity-equities-markets-uk-006-185x114.jpg" /> <p><!--summary start--> Fundsmith Equity fund and Scottish Mortgage investment trust ended their long-held number one most bought rankings among investors on the interactive investor platform in October, as income strategies took over. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/5a666df/0375add8-ac87-4231-acc1-984e53c39304/20/2020-equity-equities-markets-uk-006-185x114.jpg https://www.investmentweek.co.uk/news/4141350/income-funds-knock-scottish-mortgage-fundsmith-equity-most-bought-spots https://www.investmentweek.co.uk/news/4141350/income-funds-knock-scottish-mortgage-fundsmith-equity-most-bought-spots https://www.investmentweek.co.uk/news/4141350/income-funds-knock-scottish-mortgage-fundsmith-equity-most-bought-spots Thu, 2 Nov 2023 11:17:52 +0000 Partner Insight: Better value for less cost - Renewed opportunity in MPS <img alt="Partner Insight: Better value for less cost - Renewed opportunity in MPS" src="https://www.investmentweek.co.uk/api/v1/wps/c6e28e4/04904439-06cd-4d35-bbd6-a7fd30bc9751/8/iStock-1384411573-185x114.jpg" /> <p><!--summary start--> <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/c6e28e4/04904439-06cd-4d35-bbd6-a7fd30bc9751/8/iStock-1384411573-185x114.jpg https://www.investmentweek.co.uk/sponsored/4137588/partner-insight-value-cost-renewed-opportunity-mps https://www.investmentweek.co.uk/sponsored/4137588/partner-insight-value-cost-renewed-opportunity-mps https://www.investmentweek.co.uk/sponsored/4137588/partner-insight-value-cost-renewed-opportunity-mps Tue, 24 Oct 2023 14:48:17 +0000 AJ Bell promotes Ryan Hughes to lead MPS and multi-asset proposition <img alt="AJ Bell promotes Ryan Hughes to lead MPS and multi-asset proposition" src="https://www.investmentweek.co.uk/api/v1/wps/72244f0/35bb6183-8455-4450-a8e4-0608239b6413/8/Ryan-Hughes-investments-director-185x114.jpg" /> <p><!--summary start--> AJ Bell has promoted Ryan Hughes, currently head of investment partnerships, to the role of investment director. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/72244f0/35bb6183-8455-4450-a8e4-0608239b6413/8/Ryan-Hughes-investments-director-185x114.jpg https://www.investmentweek.co.uk/news/4137424/aj-bell-promotes-ryan-hughes-lead-mps-multi-asset-proposition https://www.investmentweek.co.uk/news/4137424/aj-bell-promotes-ryan-hughes-lead-mps-multi-asset-proposition https://www.investmentweek.co.uk/news/4137424/aj-bell-promotes-ryan-hughes-lead-mps-multi-asset-proposition Mon, 23 Oct 2023 13:52:09 +0000 Open-ended property fund closures fail to spark platform provider interest in LTAFs <img alt="Open-ended property fund closures fail to spark platform provider interest in LTAFs " src="https://www.investmentweek.co.uk/api/v1/wps/9a0869a/7cfad448-bbe5-460e-ab3c-ed95804f59c2/26/Hargreaves-Lansdown-building-185x114.jpg" /> <p><!--summary start--> The recent high-profile closures of UK open-ended property funds have failed to spark investment platform provider interest to adopt the Financial Conduct Authority’s Long Term Asset fund (LTAF). <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/9a0869a/7cfad448-bbe5-460e-ab3c-ed95804f59c2/26/Hargreaves-Lansdown-building-185x114.jpg https://www.investmentweek.co.uk/news/4136822/open-property-fund-closures-fail-spark-platform-provider-interest-ltafs https://www.investmentweek.co.uk/news/4136822/open-property-fund-closures-fail-spark-platform-provider-interest-ltafs https://www.investmentweek.co.uk/news/4136822/open-property-fund-closures-fail-spark-platform-provider-interest-ltafs Fri, 20 Oct 2023 12:29:25 +0000 AJ Bell sees £4.2bn net platform inflows against 'challenging' backdrop <img alt="AJ Bell sees £4.2bn net platform inflows against &#39;challenging&#39; backdrop" src="https://www.investmentweek.co.uk/api/v1/wps/ebdb395/5e234903-0632-4443-8bd3-80ba8eef2308/13/Michael-Summersgill-chief-executive-officer-AJ-Bell-185x114.jpg" /> <p><!--summary start--> AJ Bell platform net inflows for its financial year ended 30 September 2023 were £4.2bn, down from £5.8bn last year, according to its latest trading update. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/ebdb395/5e234903-0632-4443-8bd3-80ba8eef2308/13/Michael-Summersgill-chief-executive-officer-AJ-Bell-185x114.jpg https://www.investmentweek.co.uk/news/4136155/aj-bell-gbp-2bn-net-platform-inflows-challenging-backdrop https://www.investmentweek.co.uk/news/4136155/aj-bell-gbp-2bn-net-platform-inflows-challenging-backdrop https://www.investmentweek.co.uk/news/4136155/aj-bell-gbp-2bn-net-platform-inflows-challenging-backdrop Thu, 19 Oct 2023 06:58:52 +0000 Less than 4% of funds deliver consistent top quartile returns over three years <img alt=" Less than 4% of funds deliver consistent top quartile returns over three years" src="https://www.investmentweek.co.uk/api/v1/wps/3d3d512/94f87408-689d-46b5-a555-e1db224bfd4a/14/iStock-1317816220-185x114.jpg" /> <p><!--summary start--> The number of funds delivering consistently top quartile returns over three years has reached 52 for Q3 2023, close to beating its historic average, a survey by Columbia Threadneedle has found. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/3d3d512/94f87408-689d-46b5-a555-e1db224bfd4a/14/iStock-1317816220-185x114.jpg https://www.investmentweek.co.uk/news/4135977/funds-achieve-consistent-quartile-returns-q3 https://www.investmentweek.co.uk/news/4135977/funds-achieve-consistent-quartile-returns-q3 https://www.investmentweek.co.uk/news/4135977/funds-achieve-consistent-quartile-returns-q3 Wed, 18 Oct 2023 14:25:20 +0000 Retail investors face larger volatility in fund fees than institutional peers <img alt="Retail investors face larger volatility in fund fees than institutional peers" src="https://www.investmentweek.co.uk/api/v1/wps/540edc6/58307a62-3dfc-42ac-a869-81975dd4f8a6/2/Market-volatility-185x114.jpg" /> <p><!--summary start--> Retail investors are facing higher volatility in fund fees than their institutional counterparts, analysis from Fitz Partners has found. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/540edc6/58307a62-3dfc-42ac-a869-81975dd4f8a6/2/Market-volatility-185x114.jpg https://www.investmentweek.co.uk/news/4135674/retail-investors-larger-volatility-fund-fees-institutional-peers https://www.investmentweek.co.uk/news/4135674/retail-investors-larger-volatility-fund-fees-institutional-peers https://www.investmentweek.co.uk/news/4135674/retail-investors-larger-volatility-fund-fees-institutional-peers Wed, 18 Oct 2023 10:43:32 +0000 Quilter core inflows plummet to just £1m in Q3 <img alt="Quilter core inflows plummet to just £1m in Q3" src="https://www.investmentweek.co.uk/api/v1/wps/754303f/0303c7a5-e40a-4871-83aa-88e0ef990115/15/Steven-Levin-185x114.jpg" /> <p><!--summary start--> Quilter core business net inflows dropped to just £1m in the third quarter of 2023, compared to £324m a year earlier. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/754303f/0303c7a5-e40a-4871-83aa-88e0ef990115/15/Steven-Levin-185x114.jpg https://www.investmentweek.co.uk/news/4135499/quilter-core-inflows-plummet-gbp-q3 https://www.investmentweek.co.uk/news/4135499/quilter-core-inflows-plummet-gbp-q3 https://www.investmentweek.co.uk/news/4135499/quilter-core-inflows-plummet-gbp-q3 Wed, 18 Oct 2023 07:46:42 +0000 Gilts claim spot in ii Q3 performance index as investors hunt for yields <img alt="Gilts claim spot in ii Q3 performance index as investors hunt for yields" src="https://www.investmentweek.co.uk/api/v1/wps/c8fd32e/9274c42e-845d-4f39-8254-dcbfc32667c8/27/iw-corporate-bonds-1704-001-185x114.jpg" /> <p><!--summary start--> Two gilts have made it to the top ten most held investments among customers aged between 25 and 44, according to interactive investor’s Private Investor Performance index for the third quarter of 2023. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/c8fd32e/9274c42e-845d-4f39-8254-dcbfc32667c8/27/iw-corporate-bonds-1704-001-185x114.jpg https://www.investmentweek.co.uk/news/4133674/gilts-claim-spot-ii-q3-performance-index-investors-hunt-yields https://www.investmentweek.co.uk/news/4133674/gilts-claim-spot-ii-q3-performance-index-investors-hunt-yields https://www.investmentweek.co.uk/news/4133674/gilts-claim-spot-ii-q3-performance-index-investors-hunt-yields Thu, 12 Oct 2023 10:49:25 +0000 Brown Shipley parent partners with Moonfare to expand private markets access <img alt="Brown Shipley parent partners with Moonfare to expand private markets access" src="https://www.investmentweek.co.uk/api/v1/wps/8e29e97/4b4e087b-d9fc-4ac3-bb58-35ec7f327ed2/11/business-partner-185x114.jpg" /> <p><!--summary start--> Quintet Group, Brown Shipley’s parent company, has partnered with direct-to-consumer private equity platform Moonfare to provide its clients with access to private markets funds. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/8e29e97/4b4e087b-d9fc-4ac3-bb58-35ec7f327ed2/11/business-partner-185x114.jpg https://www.investmentweek.co.uk/news/4132979/brown-shipley-parent-partners-moonfare-expand-private-markets-access https://www.investmentweek.co.uk/news/4132979/brown-shipley-parent-partners-moonfare-expand-private-markets-access https://www.investmentweek.co.uk/news/4132979/brown-shipley-parent-partners-moonfare-expand-private-markets-access Tue, 10 Oct 2023 10:19:12 +0000 interactive investor moves to restrict poor value investments on its platform <img alt="interactive investor moves to restrict poor value investments on its platform" src="https://www.investmentweek.co.uk/api/v1/wps/d78ed9c/c7dca676-4f92-4968-bb3f-8b376cb3bfe1/12/SI22-sustainable-femaleinvestor-185x114.jpg" /> <p><!--summary start--> interactive investor has joined Fidelity’s personal investing platform in restricting investments into funds or trusts that have been assessed as not representing value for money, as part of its obligations under the new Consumer Duty rules. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/d78ed9c/c7dca676-4f92-4968-bb3f-8b376cb3bfe1/12/SI22-sustainable-femaleinvestor-185x114.jpg https://www.investmentweek.co.uk/news/4132193/interactive-investor-moves-restrict-poor-value-investments-platform https://www.investmentweek.co.uk/news/4132193/interactive-investor-moves-restrict-poor-value-investments-platform https://www.investmentweek.co.uk/news/4132193/interactive-investor-moves-restrict-poor-value-investments-platform Fri, 6 Oct 2023 12:29:16 +0000 The Big Interview: Tillit founder Felicia Hjertman on building a platform to change the industry <img alt="The Big Interview: Tillit founder Felicia Hjertman on building a platform to change the industry" src="https://www.investmentweek.co.uk/api/v1/wps/477ccaa/3cd61053-1511-42c4-b920-756632a3dd82/71/TILLIT-Felicia-Hjertman-V1-copy-185x114.jpg" /> <p><!--summary start--> As investment platform Tillit approaches the two-year anniversary of its public launch, founder and CEO Felicia Hjertman sits down with Investment Week to discuss why she began the project, her passion for change in the industry and what the future holds for the firm. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/477ccaa/3cd61053-1511-42c4-b920-756632a3dd82/71/TILLIT-Felicia-Hjertman-V1-copy-185x114.jpg https://www.investmentweek.co.uk/interview/4124373/big-interview-tillit-founder-felicia-hjertman-building-platform-change-industry https://www.investmentweek.co.uk/interview/4124373/big-interview-tillit-founder-felicia-hjertman-building-platform-change-industry https://www.investmentweek.co.uk/interview/4124373/big-interview-tillit-founder-felicia-hjertman-building-platform-change-industry Mon, 25 Sep 2023 10:23:44 +0000 Fidelity platform restricts Crux European Special Situations fund after Richard Pease retirement <img alt="Fidelity platform restricts Crux European Special Situations fund after Richard Pease retirement" src="https://www.investmentweek.co.uk/api/v1/wps/e23c7eb/7abafa48-3290-4f84-9784-2b4866fd0899/9/pease-richard-2015-185x114.jpg" /> <p><!--summary start--> Fidelity’s personal investing platform has restricted new investments into the MIGO Opportunities trust and TM Crux European Special Situations fund. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/e23c7eb/7abafa48-3290-4f84-9784-2b4866fd0899/9/pease-richard-2015-185x114.jpg https://www.investmentweek.co.uk/news/4127024/fidelity-platform-restricts-crux-european-special-situations-fund-richard-pease-retirement https://www.investmentweek.co.uk/news/4127024/fidelity-platform-restricts-crux-european-special-situations-fund-richard-pease-retirement https://www.investmentweek.co.uk/news/4127024/fidelity-platform-restricts-crux-european-special-situations-fund-richard-pease-retirement Wed, 20 Sep 2023 14:29:21 +0000 TILLIT expands investment platform with four 'best-in-class' funds <img alt="TILLIT expands investment platform with four &#39;best-in-class&#39; funds" src="https://www.investmentweek.co.uk/api/v1/wps/e9642cd/a15cc62a-cd2a-4a5e-b604-da91317ef81c/16/TILLIT-Sheridan-Admans-V4-185x114.jpg" /> <p><!--summary start--> TILLIT has expanded its investment platform with four new ‘best-in-class' strategies, including a US special situations fund, an AI fund, a European fund with sustainability attributes and a UK "deep value" fund. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/e9642cd/a15cc62a-cd2a-4a5e-b604-da91317ef81c/16/TILLIT-Sheridan-Admans-V4-185x114.jpg https://www.investmentweek.co.uk/news/4125451/tillit-expands-investment-platform-best-class-funds https://www.investmentweek.co.uk/news/4125451/tillit-expands-investment-platform-best-class-funds https://www.investmentweek.co.uk/news/4125451/tillit-expands-investment-platform-best-class-funds Thu, 14 Sep 2023 11:07:35 +0000 Premier Miton calls for increased ISA allowance to boost UK investment <img alt="Premier Miton calls for increased ISA allowance to boost UK investment" src="https://www.investmentweek.co.uk/api/v1/wps/eb0c481/9317370f-1ffc-49bb-8baf-cd9df1c22a09/7/uk-equities-markets-028-185x114.jpg" /> <p><!--summary start--> Premier Miton has proposed a £5,000 increase to the annual ISA allowance, with the caveat that the money can only be invested into UK equities. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/eb0c481/9317370f-1ffc-49bb-8baf-cd9df1c22a09/7/uk-equities-markets-028-185x114.jpg https://www.investmentweek.co.uk/news/4124155/premier-miton-calls-increased-isa-allowance-boost-uk-investment https://www.investmentweek.co.uk/news/4124155/premier-miton-calls-increased-isa-allowance-boost-uk-investment https://www.investmentweek.co.uk/news/4124155/premier-miton-calls-increased-isa-allowance-boost-uk-investment Wed, 6 Sep 2023 10:32:23 +0000 Platform industry suffers worst Q2 sales since 2010 <img alt="Platform industry suffers worst Q2 sales since 2010" src="https://www.investmentweek.co.uk/api/v1/wps/c4a00e6/7cfad448-bbe5-460e-ab3c-ed95804f59c2/4/Hargreaves-Lansdown-building-185x114.jpg" /> <p><!--summary start--> Platform sales failed to pick up, even as the tax-year-end approached, between April and June this year, making it the worst second quarter since 2010. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/c4a00e6/7cfad448-bbe5-460e-ab3c-ed95804f59c2/4/Hargreaves-Lansdown-building-185x114.jpg https://www.investmentweek.co.uk/news/4122415/platform-industry-suffers-worst-q2-sales-2010 https://www.investmentweek.co.uk/news/4122415/platform-industry-suffers-worst-q2-sales-2010 https://www.investmentweek.co.uk/news/4122415/platform-industry-suffers-worst-q2-sales-2010 Thu, 17 Aug 2023 12:26:06 +0000 Profits dive 66% at abrdn investment arm as funds struggle to outperform <img alt="Profits dive 66% at abrdn investment arm as funds struggle to outperform" src="https://www.investmentweek.co.uk/api/v1/wps/7f52d22/d76e28fc-b274-49d5-bfd1-9a9746a841e7/5/BIRD-Stephen-Aberdeen-Standard-Inv-2020-roi-1-185x114.jpg" /> <p><!--summary start--> Profits across abrdn’s investment arm have fallen 66% over the first half of 2023 while heavy redemptions continue to weigh on assets under management. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/7f52d22/d76e28fc-b274-49d5-bfd1-9a9746a841e7/5/BIRD-Stephen-Aberdeen-Standard-Inv-2020-roi-1-185x114.jpg https://www.investmentweek.co.uk/news/4121747/profits-dive-66-abrdn-investment-arm-funds-struggle-outperform https://www.investmentweek.co.uk/news/4121747/profits-dive-66-abrdn-investment-arm-funds-struggle-outperform https://www.investmentweek.co.uk/news/4121747/profits-dive-66-abrdn-investment-arm-funds-struggle-outperform Tue, 8 Aug 2023 07:50:11 +0000 interactive investor: UK investors go global in July to spread risk <img alt="interactive investor: UK investors go global in July to spread risk" src="https://www.investmentweek.co.uk/api/v1/wps/fc1703e/e5b7d2a2-49f3-45c3-81cf-c9e2c5f681cc/25/global-185x114.jpg" /> <p><!--summary start--> UK investors have opted for strategies offering global exposure in July in a bid to spread their risk, according to data from interactive investor. <!--summary end--></p> https://www.investmentweek.co.uk/api/v1/wps/fc1703e/e5b7d2a2-49f3-45c3-81cf-c9e2c5f681cc/25/global-185x114.jpg https://www.investmentweek.co.uk/news/4121441/interactive-investor-uk-investors-global-july-spread-risk https://www.investmentweek.co.uk/news/4121441/interactive-investor-uk-investors-global-july-spread-risk https://www.investmentweek.co.uk/news/4121441/interactive-investor-uk-investors-global-july-spread-risk Wed, 2 Aug 2023 11:37:34 +0000