Pridham Report: Blackrock and LGIM weather torrent of outflows
Fidelity also improved gross year-on-year sales, as passive strategies won out in a tumultuous 2022
Fidelity also improved gross year-on-year sales, as passive strategies won out in a tumultuous 2022
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Priti Verma was one of several senior departures from the investment manager, including CFO and COO
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After a year of seismic market shocks, four managers explain how they coped and what lessons they learnt ahead of the looming recession
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Oculus Wealth Management adds £2bn of assets to the Schroders subsidiary
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Chris Arbuthnott has been appointed to a newly-created portfolio director role
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Managers lament lack of respite in the sector as NAV plummets 30%
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Swa Wu takes up the newly-created role
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Schroders’ subsidiary has also picked up a 49% stake in a chartered financial planning firm
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Dominic Sheridan takes up newly-created role
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It has appointed a COO, CCO and M&A director
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Average annual return of 10 most expensive strategies was -17.3%, with some customers paying nearly 2.5%
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Among them is Makala Green who joins from St James’s Place to help bolster its UK reach
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