News in brief - 11 September 2020

AJ Bell has launched a fund and ETF research service for financial advisers.

The service, entitled Fundamentals, will help financial advisers to complete investment research and due diligence on funds and ETFs, by providing advisers with free access to AJ Bell’s investment research and analysis of a selection of funds and ETFs, passive and active. It currently covers 77 funds and ETFs, selected by AJ Bell’s investment team, with a filtering tool to allow advisers to search for funds meeting specific criteria in order to align with a clients’ needs. Advisers will also be provided with a summary of the latest meeting and discussion AJ Bell had with the fund manager, which the firm stressed is something advisers may not typically be able to do directly with fund managers.

Aegon Asset Management (Aegon AM) has completed its global brand refresh.

The refresh saw the launch of the organisations new strapline, ‘beyond borders’, and its global website, as well as the retirement of the Kames Capital and TKP Investment brands. It marks the last step of its global transformation, which saw the collation of the company's regional businesses under a single operating structure in February. The firm stated that by combining its regional investment teams into a global platform, it would be able to share its research and expertise across the world, whilst still maintaining local customer focus and servicing.

Barnett Waddingham has opened a new office in Birmingham.

The office will initially be home to over 150 employees at full capacity, with the potential to grow to 250 over time. The new 21,000 sq ft office space was prioritised amid continued growth in the region, although the organisation has had strong presence in the Midlands for over a decade. Commenting on the new location, Barnett Waddingham chief operating officer, David Stoddard, stated that the firm has remained ambitious despite the pandemic and was anticipating further sustainable growth in the future. He also highlighted that in line with the organisation’s broader ethos on sustainability, the new site had achieved a technical rating for Building Research Establishment Environmental Assessment Method (BREEAM) of ‘very good’.

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