Rathbones chief executive Paul Stockton to retire in September
He will be succeeded by Capstone president Jonathan Sorrell after 17 years at the firm
Investec
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Aurora UK Alpha: Survival of the biggest
Aurora and Artemis Alpha’s £260.9m merger was the last in a record-high year for M&A deals in 2024
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Oberon Investments hires Investec’s David Thompson
David Thompson spent 18 years at Investec, where he was a senior portfolio manager
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Allfunds expands platform partnership with Rathbones
First partnered with Rathbones Investment Management International
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Monks: Analysts weigh in after trust lags benchmark for third successive year
Monks share price return for the year to 30 April matches FTSE World Index at 19.1%
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Close Brothers makes further Investec W&I hire
Francesca Bartholdi joins CBAM’s Mayfair office as an investment manager
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Investec launches real estate equity strategy
Yon Papageorgiou to lead the fund
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Brooks Macdonald names new head of wealth
Alex Charalambous to take on the role from 8 April
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Investec gives projected profit increase ahead of Rathbones merger
Full-year results expected 23 May
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Quilter appoints Investec’s Adrian Todd to research team
Todd becomes senior manager research analyst
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Close Brothers hires Investec Wealth’s Peter Horton
Horton makes the move after 17 years at Investec Wealth
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Rathbones completes £839m Investec W&I UK deal
Ruth Leas and Henrietta Baldock to join the Rathbones board