AJ Bell AUM climbs past £4bn despite ‘subdued’ start to the year
While the group’s overall platform assets recovered to £73.6bn in Q2
While the group’s overall platform assets recovered to £73.6bn in Q2
Four investment directors and two managers
James Bushell will be responsible for strategic planning and operational best practices
Danny Szabo will be responsible for managing client portfolios
Four funds will track global sectors including energy and financials
Graeme Brock, Roger Haxton and Lauren Craig arrive as portfolio managers
Investment firm had until 5pm today (13 April) to make an official offer
Q3 update reveals eighth successive quarter of positive net flows
Though commentators warn its too early to declare victory with another 25bps rate rise likely
Estimated £4bn outflows in the first quarter of 2023, according to Numis
Tim Sedgwick returns to industry 13 years after leaving to set up own business
Currie went on to found consultancy Warhorse Partners in 2017