Wealth managers

People moves

7IM suffers dual senior exit as investment strategy chief departs

Terence Moll and Fiammetta Valentini exit

05 July 2024 • 1 min read

Investment

BNY Mellon undergoes name change amid extensive rebrand

Shortened name across subsidiaries

12 June 2024 • 1 min read

People moves

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

Léna Jacquelin

11 June 2024 • 1 min read

Investment Trusts

Polar Capital Global Financials names co-portfolio manager

Tom Dorner joins

11 June 2024 • 1 min read

People moves

Brooks Macdonald loses UK distribution head to Ascot Lloyd

Becomes chief commercial officer

10 June 2024 • 1 min read

People moves

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

Rees to lead as Hambidge steps back

29 May 2024 • 1 min read

People moves

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

After nearly six years

25 April 2024 • 1 min read

People moves

Schroders CEO Peter Harrison to retire in 2025

Search for successor has begun

24 April 2024 • 2 min read

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

09 April 2024 • 2 min read

Companies

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

34% premium to closing price

08 March 2024 • 2 min read

12 3

What is the outlook for emerging markets after the US election?

15 November 2024 • 1 min read

Fundsmith's profit decline forces Terry Smith to take second pay cut

11 November 2024 • 2 min read

Government to bring ESG ratings providers under FCA mandate

15 November 2024 • 4 min read

Lord Mayor Alastair King calls for ISA reform to boost investment into UK equities

15 November 2024 • 2 min read

Rachel Reeves commits to establishing PISCES framework by May 2025 in Mansion House speech

14 November 2024 • 4 min read