Following allegations of inappropriate contact, the chief investment officer of Australian wealth manager BT Financial Group has left the business with immediate effect. Other People Moves this week include Quilter Cheviot, Investec, European Wealth and Edison.
Globaleye’s managing director has departed with immediate effect, as St James’s Place is to lose its chief executive of 11 years at the end of 2017. Indosuez Wealth Management has bolstered its Midde East team with two appointments.
Five UK discretionary fund management (DFM) firms have formed the DFM Alliance, a partnership offering financial advisers a platform to improve client outcomes through information, education and collaboration.
After a year of political surprises, and more bumps in the road to come, Investec Wealth & Investment’s Chris Hill is gearing up his portfolios to take advantage of the inevitable market wobbles.
The end of a 35-year bond bull market, the rise of so-called robojobs, rapid developments in gene editing and the ‘sharing economy’ will be among the seven themes that will interest investors next year and beyond , according to Investec Wealth & Investment.
The UK financial advice industry is failing to recruit graduates and trainees into the sector, according to a new study by Investec Wealth & Investment (IW&I).
Investec Wealth & Investment (IW&I) reported a 14.1% rise in operating profit for the six months to 30 September, with assets under management (AUM) reaching £51.3bn ($63.9bn, €59.6bn).
Over a half of UK advisers believe additional regulatory and compliance demands when Mifid II comes into effect will force them to review their business models, according to Investec Wealth & Investment (IW&I).
George Cheveley, manager of the Investec Global Gold Fund, details his structured, two-pronged approach, while Ani Markova, head of the Smith & Williamson Global Gold Fund, describes her fund’s long-term strategy. Chelsea Financial Services’ managing director Darius McDermott offers a neutral viewpoint.
Advisers expect the shift from defined benefit (DB) to defined contribution (DC) pensions to drive both the number of new business enquiries and the size of portfolios a new survey shows.
From mid-caps to life insurance companies, wealth managers and oil giants, there are still plenty of opportunities for income earning post-Brexit, argue UK equity income managers.
Axa Investment Managers has appointed a new head of insurance solutions for its UK operations. Investec Asset Management has added a portfolio manager to its multi-asset team, while Standard Life International has created a new head of institutional sales role in Japan.
