PEOPLE MOVES: The Fry Group, Sun Life, QB Partners
C-suite promotion at financial advisory firm, while life insurer replaces outgoing CIO
Artemis
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PEOPLE MOVES: HSBC PB, Mattioli Woods, Schroders PW
Bank names global head of products and investments, wealth firm hires acquisition development officer
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PEOPLE MOVES: Sanlam UK, Deutsche Bank, Invesco
Financial services firm makes C-suite hire, as banking giant hires head of ESG Asia Pacific
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PEOPLE MOVES: Raymond James, Square Mile, Hargreaves Lansdown
London branch principal named at wealth firm, while senior figure exits research house
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PEOPLE MOVES: Foster Denovo, UBS, Ardan International
C-suite changes at both financial advisory and Swiss wealth management firms
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PEOPLE MOVES: Aviva, Novia Global, Investec AM
Aviva chief executive in shock departure
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PEOPLE MOVES: SJP, Artemis, BlueBay
International wealth management group St James’s Place makes several changes to its range of funds, Artemis appoints Jasper Berens, former JP Morgan Asset Management UK head, to take over its head of distribution and Martin Currie poaches from Blackrock.
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PEOPLE MOVES: Guardian Wealth, Mark Mobius, Axa
A former Nexus Singapore financial planner joins Guardian Wealth in Dubai, Mark Mobius nabs two former Franklin Templeton colleagues for his asset management boutique and Axa announces the retirement of a veteran fund manager.
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Equity volatility hits Artemis and Invesco bond funds
Sterling Strategic Bond funds with large allocations to equities have fallen from top to bottom quartile in the year to date, coinciding with volatility returning to stock markets after a buoyant 2017.
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Nine UK Equity Income funds for all occasions
The presence of so many mega-cap stocks in the UK market introduces a risk for equity income investors, in the form of dividend concentration.
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PEOPLE MOVES: Schroders, State Street, Artemis…
Several senior appointments were announced this week, with Schroders creating a new role, Artemis appointing a new chief investment officer, and State Street Global Advisors naming a new fund head in the Netherlands.
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FEIFA adds Artemis to partnership list
Artemis is the latest asset manager to join the partnership programme of the Federation of European Independent Financial Advisers (FEIFA).