Rathbones builds out Winchester team with six hires
Four investment directors and two managers
Four investment directors and two managers
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Energy, tech, ESG regulation and healthcare are some of the areas touched on by industry experts in March
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Will become ‘UK’s largest discretionary wealth manager’ with £100bn FUMA
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Current manager Noelle Cazalis is exiting the firm after 12 years
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‘Near 0% interest rates of yesteryear seem confined to history’
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Top performers and compelling newcomers in the spotlight
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David Cox joins as head of investments, and Laura Hobbs as investment director
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Fidelity also improved gross year-on-year sales, as passive strategies won out in a tumultuous 2022
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Despite firm’s funds under management and administration dropping £8bn in 2022
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Anne-Marie McConnon joins from BNY Mellon
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At its lows, it was down by slightly more than 10%, the fourth largest drop of the past three decades
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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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