Investec W&I hires investment manager from Canaccord
James Neale joins the firm’s Cheltenham office
James Neale joins the firm’s Cheltenham office
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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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