Square Mile: Nine funds poised for success in 2024
List includes funds from Ruffer, Liontrust and Artemis
Liontrust
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People Moves: GSB, Evelyn Partners, CISI
Wealth manager hires managing partner as professional services firm appoints chief risk officer
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Advice firms take steps towards Net Zero
As they aim to reduce their greenhouse gas emissions
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Square Mile: Advisers switch to income funds
According to fund research firm’s market intelligence report for Q3
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Should the advice market rethink the 60/40 portfolio approach?
There is a debate whether the strategy is dead
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Liontrust’s takeover of GAM falls through after final deadline
34% of GAM shares were tendered into the offer
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GAM investors aim to scupper Liontrust takeover bid with rival offer
Offer at a 29.1% premium to the fund manager’s proposal
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Liontrust shareholders approve GAM acquisition
Backed by 84% of votes at a general meeting held on 7 July
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Portfolio diversification ‘completely failed’ in 2022
Head of multi asset at Liontrust does not believe it is the end for 60/40 investing
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PEOPLE MOVES: Vontobel, Lazard AM, Progeny
CEO to leave financial services giant, while chief executive of Middle East steps down from asset manager
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PEOPLE MOVES: FWD Group, Melbourne Capital Group, BNP Paribas WM
CFO exits insurance company, as advice firm names head of business development
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Liontrust agrees to buy Gam for an ‘extraordinarily cheap’ £96m
Proposed takeover will create a business with £53bn AuMA