JP Morgan trust director joins Witan board
Shefaly Yogendra is also a member of the Temple Bar Investment Trust board
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Charles Stanley
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What do the experts think of UK corporate bonds?
Every month, Portfolio Adviser asks a cross section of industry commentators for their views on the same topic
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Rathbones hires DFM specialist from Charles Stanley
Marie Lawrence’s focus will be on the southeast of England
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Louis Coke: Investors needs to know how wealth is created
Charles Stanley senior investment manager says part of the job is investment, but a lot of it is also education
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Tilney Smith & Williamson hires AIM portfolio specialist from Charles Stanley
‘As the UK economic recovery continues, clients are increasingly attracted to investing in smaller companies as part of a diversified portfolio’
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Charles Stanley hires new CIO as Jon Cunliffe exits
Cunliffe joined non-profit as managing director of investments in October
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FCA gives green light to Raymond James’ Charles Stanley acquisition
Comes a week after it was announced the deal would be delayed
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MPs moonlighting in investment industry accused of having conflict of interest
John Redwood among the MPs in the spotlight for his £200k side hustle with Charles Stanley
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Brooks Macdonald, Rathbones and Charles Stanley post quarterly asset uplifts
All three DFMs boost assets under management, with Rathbones’ funds business reporting record inflows
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Charles Stanley poaches from Brown Shipley for North distribution team
Gavin Wiggans joins DFM’s Manchester office
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Raymond James set to clarify its UK identity with Charles Stanley acquisition
There has been some confusion over what role Raymond James plays in the UK wealth market
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Charles Stanley revenues boosted by low-cost advice arm
Wealth manager created Central Financial Services division to target customers seeking ‘simplified advice’