One Four Nine Group, a nationwide independent financial advice and fund management firm, has launched today (19 October) with Bevan Blair, former director of strategic asset Allocation at Tilney IM, as CIO.
The new firm launched with the acquisition of two financial advice firms: Charter Financial Planning and Rice Whatmough Crozier, bringing 7 advisers and over £300m in assets under management to the group. One Four Nine's proposition is led by chief investment officer, Bevan Blair, who was Tilney's director of strategic asset allocation until October 2019. Matthew Bugden, previously director at Ingenious Media, is CEO and Gabrielle Beaumont was named managing director. She was previously a senior investment director at Ingenious group. Big-name discretionary managers struggling to gain...
To continue reading this article...
Join Investment Week for free
- Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
- Get ahead of regulatory and technological changes affecting fund management
- Important and breaking news stories selected by the editors delivered straight to your inbox each day
- Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
- Be the first to hear about our extensive events schedule and awards programmes