Wealth manager Q&A with Nji Lorimer: The human touch
Place clients’ needs at the heart of every decision, explains SG Kleinwort Hambros’ head of UK domestic wealth planning, and everything else will fall into place
Retirement
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Co-founder Sharon Bentley-Hamlyn to retire from Aubrey Capital Management
Aubrey’s European Conviction fund to close with departure
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Wealth manager Q&A with Alice Shaw: Making a connection
The wealth manager on client engagement, public access to financial advice and challenging the underrepresentation of women in the industry
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Premier Miton’s David Jane: Should clients ‘income cost average’?
The multi-asset manager lays out a different way to think about investing
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HSBC chief executive Noel Quinn to retire
Bank joins a total of eight FTSE 100 companies with CEO changes so far this year
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Schroders CEO Peter Harrison to retire next year
Will remain director of the board amid the company’s search for his successor
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Generation Next with Imogen Millington: A pathway to value
Sarasin & Partners portfolio manager and UK equity analyst discusses value of small caps
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Fidelity’s Philalithis: ‘It’s time to take a break’
Fidelity International’s head of multi-asset investment management, Europe, Eugene Philalithis discusses his impending retirement
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Mark Mobius retires from Mobius Capital Partners
Founding partner Carlos Hardenberg will take over the reins of Mobius Capital Partners
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Liontrust’s James de Uphaugh to retire after 36 years in industry
Imran Sattar to take over management of the Edinburgh Investment Trust and Liontrust UK Equity
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SVM co-founder Margaret Lawson retires
Neil Veitch has assumed the role of lead fund manager on the SVM UK Growth Fund
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JP Morgan AM’s Clare Hart to retire
Hart is a manager on the firm’s Equity Income, Focused Equity Income, US Value and Active Value strategies
