Carne: Private markets due for expansion, but access and regulation barriers remain
Over 75% of wealth managers report losing clients due to lack of adequate private market access
Over 75% of wealth managers report losing clients due to lack of adequate private market access
Passive funds were the most popular purchase, accounting for 74% of sales over the period
aimed towards asset managers facing fee changes
Three businesses folded into one brand
He joined the firm in March 2018 as a sales manager
Molly Betournay joins from Vermont-based advisory firm
IFSL to become authorised corporate director (ACD)
Effective from 1 January 2024
Net inflows including cash were €2.3bn (£2bn)
The £11.05 per share offer values Gresham House at £469.8m
Roland Bagnall joins as UK sales director
Mair takes over from Julian Ide