Can smaller trusts survive without consolidation?
The trust sector has seen increased M&A in recent times, while investors have highlighted concerns over illiquid, sub-scale funds
The trust sector has seen increased M&A in recent times, while investors have highlighted concerns over illiquid, sub-scale funds
The head of fund management joined the firm in 2010
As more and more long-serving managers hang up their spreadsheets, DFMs and wealth managers surmise what the future of asset management will look like
‘We are in a very difficult phase for investment trusts in general’
The trust’s shares are down 12% since the announcement last Thursday
Given the Home Reit saga and TLEI’s suspended shares, PA looks at governance concerns in the investment trust space
Six investment experts set out their thoughts on the outlook for bond markets, European equities, UK small caps and more
Appointment comes as Jim Wood-Smith retires
Taking its number of regional hubs to seven
‘Wealth managers try and undercut each other, but we find that clients increasingly recognise you get what you pay for’
Deal takes AUMA to nearly £8bn
The combined businesses will have eight offices