Close Brothers hires Investec Wealth investment manager
Adam Finlay will manage portfolios for HNWs
Adam Finlay will manage portfolios for HNWs
As clients placed greater focus on maximising Isa and Sipp allowances before the deadline
Deal for Investec Wealth expected to complete ‘over the coming months’
Sharon Flood and Vikram Kumaraswamy have backgrounds ‘relevant to the trust’s portfolio’
Current ‘premium’ and ‘standard’ listing segments to be replaced by a single category
Global Multi-Asset range will have a maximum cap of 0.22%, down from 0.29%
Largest UK-focused long-term asset fund to date
VT Downing Fox Funds range to be designed and run by Simon Evan-Cook
Parmenion intermediary distribution head Laura Barnes takes up the role
Discretionary fund management saw £430m of new money
The new offering will hold at least 80% in global equities
Following fund manager Simon Brazier’s decision to leave the firm