Investment trust sector no longer ‘male and stale’
Investec’s Skin in the Game report found progress in gender diversity on trust boards and increased personal stakes by trust management
Investec’s Skin in the Game report found progress in gender diversity on trust boards and increased personal stakes by trust management
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FUM fell 4.5% to £61bn due to unfavourable market movements
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Adam Finlay will manage portfolios for HNWs
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Deal for Investec Wealth expected to complete ‘over the coming months’
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James Bowes-Lyon joins the boutique’s private client team
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Will become ‘UK’s largest discretionary wealth manager’ with £100bn FUMA
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Neil Greenwood is promoted having held the role on an interim basis
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Comes despite a recent recovery in funds under management
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Every month, Portfolio Adviser asks a cross section of industry commentators for their views on the same topic
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Barbara-Ann King will be on garden leave until mid-August
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Simon Long will manage client relationships across the Midlands
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Chris Arbuthnott has been appointed to a newly-created portfolio director role
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