Close Brothers AM continues raiding Rathbones for HNW push
Helen Gerrard and Nick Jackson spent a combined 41 years at Rathbones
Helen Gerrard and Nick Jackson spent a combined 41 years at Rathbones
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HL managers own 25% of three funds featured in its revamped buy list
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Six investors mull the events shaping portfolios over the past week
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IA Europe ex-UK overtakes IA Targeted Absolute Return as the worst-selling sector in May
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12 new entrants to Wealth Shortlist do not offer discounts
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Ex-Franklin Templeton colleagues Greg Konieczny and Carlos Hardenberg launched emerging markets boutique with Mark Mobius in 2018
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‘Given the poor track record of Hargreaves Lansdown’s best buy lists and the fate of some other funds they have recommended, we would worry if we were included’
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Both businesses have collapsed into administration this month
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Trust’s unlisted holdings have ballooned from 4% to 20% over the past five years
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Fiona Rowley, Alastair Mundy and Nick Clay are among the high profile fund manager departures since Covid began
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US buyer describes the low purchase price of Midatech as ‘a function of the tax and accounting treatment’
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The key events for UK wealth managers for the week starting 22 June
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