Alliance Witan makes manager change as portfolio transition completes
Alliance Witan investment manager removes Black Creek Investment Management from portfolio
Alliance Trust
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Alliance Trust joins forces with Witan in UK’s largest-ever investment trust merger
The merger is the result of Witan CEO Andrew Bell’s impending retirement
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Embark sale sees advisers left out in the cold
As Interactive Investor emphasises focus on ‘self-directed’ retail clients
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ANALYSIS: Out-of-step Alliance Trust divides analysts with review
Rumblings of restructure have been ongoing at Alliance Trust for many years. But those looking for seismic shifts from the investment trust’s much anticipated strategic review, are liable to have been disappointed on Thursday.
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Liontrust nears £10bn milestone with Alliance Trust deal
The acquisition of Alliance Trust’s investment management business is projected to add £2.3bn ($2.9bn, €2.7bn) to Liontrust’s assets under management, pushing it past the £8bn mark.
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Post-Brexit, sustained value seen in Europe stocks
Despite fears triggered by Brexit, Neil Brown, manager of the Alliance Trust Sustainable Future Pan-European Equity Fund, is convinced the next five years in Europe will be better than the past five.
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Alliance Trust shares climb as merger talks revealed
Scottish-based investment firm Alliance Trust has announced it has entered talks with RIT Capital Partners on a merger of the two companies.
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PortfolioMetrix partners with ATS adviser platform
Discretionary fund management (DFM) firm PortfolioMetrix has partnered with the Alliance Trust Savings (ATS) platform, providing advisers access to a range of PortfolioMetrix portfolios.
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PEOPLE MOVES: Nikko AM, Generali Worldwide, Zurich UK Life…
Nikko AM has named a new EMEA head; while Generali Worldwide, after losing its chief executive to Zurich, has poached a new sales manager for the firm’s Singapore branch. Zurich UK Life appointed a new CFO and RBS Group named JP Morgan Chase’s former head of wealth management in Asia as the new chief executive…
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PEOPLE MOVES: HSBC GAM, Man GLG, Schroders…
The revolving door continues to spin as HSBC GAM announced appointments and a replacement, with a member of staff departing for sunnier climes. Schroders and Premier also reported departures, as Orangefield Legis recruited an industry veteran.