As oil and wheat prices dip after breath-taking highs in the wake of the Russia/Ukraine conflict, wealth managers offer their views on the commodity markets and inflation. Report by Harriet O’Brien.

EdenTree Investment Management writes that the new name and brand identity marks an ambitious new chapter for the charitable owned Group and its family of specialist businesses including EdenTree.  

13.9 million UK adults over the age of 55 (66 per cent) may be unfamiliar with inheritance tax (IHT) rules relating to ISAs, despite plans to pass them on to the next generation, according to new research from Octopus Investments, part of Octopus Group. 

Olivia Dakeyne, a manager in the Themis Think Tank writes that many firms see customer due diligence (CDD) - the process of understanding who your customers are and the nature of their business - as a burdensome regulatory requirement, but, she says, it is vital as so much more than a compliance exercise. 

Wealth managers comment on the likely impact of the conflict. Report by Harriet O’Brien.

Global technology platform, InvestCloud, has been selected by UK wealth manager Rathbones Group to provide client lifecycle management (CLM), including digital prospecting, onboarding and servicing capabilities as well as client reporting solutions to help Rathbones improve operational efficiency and support its overall business strategy.  

Morningstar figures show global ESG fund assets hit USD2.74 trillion at the end of 2021, the majority in Europe, but how can investors and their advisers access a range of ESG funds through ETFs?  And how do specialist ESG ETFs work in practice?

Large corporations are playing the game with ESG. The market needs to be overhauled, writes Matthew Jellicoe, Co-Founder of OnePlanetCapital.

Harriet O’Brien talks to Russell Andrews, global head of advice solutions at SEI’s Asset Management Distribution unit, about the effect of consolidation on the financial advice industry.

Multi-disciplinary professional services firm, Progeny, has announced plans to acquire Chartered financial planning firm, RU Group. 

The deal, subject to FCA approval, will increase Progeny’s total assets under management to over GBP3 billion and allow the business to expand its presence in south Yorkshire and the east Midlands.