Wealth managers

7IM suffers dual senior exit as investment strategy chief departs

People moves

7IM suffers dual senior exit as investment strategy chief departs

Terence Moll and Fiammetta Valentini exit

clock 05 July 2024 • 1 min read
BNY Mellon undergoes name change amid extensive rebrand

Investment

BNY Mellon undergoes name change amid extensive rebrand

Shortened name across subsidiaries

clock 12 June 2024 • 1 min read
J. Safra Sarasin adds co-manager to €400m Green Planet fund

People moves

J. Safra Sarasin adds co-manager to €400m Green Planet fund

Léna Jacquelin

clock 11 June 2024 • 1 min read
Polar Capital Global Financials names co-portfolio manager

Investment Trusts

Polar Capital Global Financials names co-portfolio manager

Tom Dorner joins

clock 11 June 2024 • 1 min read
Brooks Macdonald loses UK distribution head to Ascot Lloyd

People moves

Brooks Macdonald loses UK distribution head to Ascot Lloyd

Becomes chief commercial officer

clock 10 June 2024 • 1 min read
Premier Miton's Ian Rees to assume full responsibility of multi-manager team

People moves

Premier Miton's Ian Rees to assume full responsibility of multi-manager team

Rees to lead as Hambidge steps back

clock 29 May 2024 • 1 min read
Barclays Wealth Management head of asset allocation Jean-Paul Jaegers departs

People moves

Barclays Wealth Management head of asset allocation Jean-Paul Jaegers departs

After nearly six years

clock 25 April 2024 • 1 min read
Schroders CEO Peter Harrison to retire in 2025

People moves

Schroders CEO Peter Harrison to retire in 2025

Search for successor has begun

clock 24 April 2024 • 2 min read
New speakers announced for the Geographical Equities Conference 2024

Global

New speakers announced for the Geographical Equities Conference 2024

Allianz Global Investors, Columbia Threadneedle Investments, EdenTree, GAM, Jupiter Asset Management and Royal London Asset Management among speakers

clock 09 April 2024 • 2 min read
Pollen Street Capital to buy Mattioli Woods in £432m take-private deal

Companies

Pollen Street Capital to buy Mattioli Woods in £432m take-private deal

34% premium to closing price

clock 08 March 2024 • 2 min read
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