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
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
Every month, Portfolio Adviser asks a cross section of industry commentators for their views on the same topic
Barbara-Ann King will be on garden leave until mid-August
Simon Long will manage client relationships across the Midlands
Chris Arbuthnott has been appointed to a newly-created portfolio director role