Rathbones Group assets edge up to £60.9bn
Deal for Investec Wealth expected to complete ‘over the coming months’
Deal for Investec Wealth expected to complete ‘over the coming months’
River & Mercantile strategy joins Academy of Funds
Four investment directors and two managers
Energy, tech, ESG regulation and healthcare are some of the areas touched on by industry experts in March
Will become ‘UK’s largest discretionary wealth manager’ with £100bn FUMA
Current manager Noelle Cazalis is exiting the firm after 12 years
‘Near 0% interest rates of yesteryear seem confined to history’
Top performers and compelling newcomers in the spotlight
David Cox joins as head of investments, and Laura Hobbs as investment director
Fidelity also improved gross year-on-year sales, as passive strategies won out in a tumultuous 2022
Despite firm’s funds under management and administration dropping £8bn in 2022
Anne-Marie McConnon joins from BNY Mellon