Ex-Brooks Macdonald deputy head launches wealth boutique
Daniel Minett launches Five Horizons under the umbrella of P1 Investment Services
Daniel Minett launches Five Horizons under the umbrella of P1 Investment Services
Newly-created role
Closing FUM of £16.85bn versus £16.79bn at the end of the previous quarter
Caroline Connellan was also previously chief executive of Abrdn Personal Wealth
Brooks Macdonald’s Todd Cijunelis on knowing your clients, encouraging younger people to use wealth managers and protecting against inflation
Andrea Montague joins
All the action from the Den as 16 teams went head-to-head in aid of CASCAID and the NSPCC
Q3 update reveals eighth successive quarter of positive net flows
Ben Palmer has been named lead portfolio manager for its sustainable MPS
Though revenues and profit margins were lower than in 2021
James Rawlingson will take up non-executive director role on 2 March
Firm also hires global marketing head from Ninety One