PEOPLE MOVES: Vanguard, Evelyn Partners, HSBC AM, Jupiter, Liontrust
Salim Ramji chosen to succeed Tim Buckley
Evelyn Partners
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Evelyn Partners hires financial planning head for Bournemouth office
Danielle Pearce joins the firm
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Evelyn Partners grows operating profit while net flows slow
It gained £300m in new money during the first quarter, down from £700m at the start of 2023
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Does the ‘magnificent seven’ tech wobble signal a turning point?
Cracks are starting to appear as Tesla and Apple share prices fall
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Fundsmith Equity and Lindsell Train portfolio dropped from Evelyn Partners’ Best Funds list
Bi-annual report comprises 122 funds in total
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Evelyn Partners Sustainable MPS buys into ClearBridge US fund
Move part of a recent re-balance
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PEOPLE MOVES: Quilter, Bentley Reid, Evelyn Partners, Fidelity International
Quilter has appointed Kirsty Anderson as a retirement and tax specialist
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Evelyn Partners MPS enters position in Baillie Gifford Emerging Markets Leading Companies
Positioned highest risk model for the potential of an improved market outlook in Asia and emerging markets
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Evelyn Partners adds to US equities and UK gilts in Core MPS rebalancing
Shift sees new positions taken in the Premier Miton US Opportunities fund and two gilt ETFs
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PEOPLE MOVES: Evelyn Partners, LGT Wealth, Global X ETFs
Evelyn Partners adds to its Guildford office
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LGT Wealth Management to open new offices
The firm also makes hires as part of new Manchester office
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PEOPLE MOVES: Quilter, Hawksmoor, JTC, Evelyn Partners
JTC has promoted Mark Fleming