Rosemary Banyard: ‘I like companies that keep it simple’
The Downing manager outlines the tests she applies when choosing firms to invest in
The Downing manager outlines the tests she applies when choosing firms to invest in
Fidelity also improved gross year-on-year sales, as passive strategies won out in a tumultuous 2022
Priti Verma was one of several senior departures from the investment manager, including CFO and COO
After a year of seismic market shocks, four managers explain how they coped and what lessons they learnt ahead of the looming recession
Oculus Wealth Management adds £2bn of assets to the Schroders subsidiary
Chris Arbuthnott has been appointed to a newly-created portfolio director role
Managers lament lack of respite in the sector as NAV plummets 30%
Swa Wu takes up the newly-created role
Schroders’ subsidiary has also picked up a 49% stake in a chartered financial planning firm
Dominic Sheridan takes up newly-created role
It has appointed a COO, CCO and M&A director
Average annual return of 10 most expensive strategies was -17.3%, with some customers paying nearly 2.5%