Close Brothers hires Investec Wealth’s Peter Horton
Horton makes the move after 17 years at Investec Wealth
Horton makes the move after 17 years at Investec Wealth
Ruth Leas and Henrietta Baldock to join the Rathbones board
The deal is due to take place on 21 September
James Neale joins the firm’s Cheltenham office
Investec’s Skin in the Game report found progress in gender diversity on trust boards and increased personal stakes by trust management
FUM fell 4.5% to £61bn due to unfavourable market movements
Adam Finlay will manage portfolios for HNWs
Deal for Investec Wealth expected to complete ‘over the coming months’
James Bowes-Lyon joins the boutique’s private client team
Will become ‘UK’s largest discretionary wealth manager’ with £100bn FUMA
Neil Greenwood is promoted having held the role on an interim basis
Comes despite a recent recovery in funds under management