PEOPLE MOVES: RBC WM, Raymond James, Brooks Macdonald Int’l
Wealth manager names four directors in Asia, as investment firm poaches financial planners from 1825
Square Mile
-
-
PEOPLE MOVES: Chesnara, AMP, Square Mile
Life and pensions consolidator names CEO, as Aussie firm makes changes to wealth management arm
-
PEOPLE MOVES: Aviva Singlife, Square Mile, Hawksford
Singapore life insurer names group CIO, while investment director leaves research house
-
JP Morgan US Equity Income
A disciplined approach that seeks to deliver superior risk adjusted returns. Watch the Talking Factsheet for the JP Morgan US Equity Income fund with John Monaghan, Head of Research.
-
Baillie Gifford Strategic Bond
There is a strong focus on buying undervalued bonds, and the team are prepared to go against market consensus in order to follow their investment philosophy. Watch the Talking Factsheet for the Baillie Gifford Strategic Bond fund with Eduardo Sanchez, Senior Investment Research Analyst.
-
PEOPLE MOVES: HSBC Life, Brooks Macdonald, Pinebridge
Life insurer shuffles c-suite, as wealth firm names head of responsible investments
-
Is the UK financial advice sector ready for ESG demand?
Strategy will ‘have a much more significant role to play’ in post-coronavirus retail investments
-
Square Mile buys ethical investment firm
Deal includes the company’s associate trading entity as well
-
PEOPLE MOVES: Openwork, Brown Shipley, Quintet
Advice network’s parent company and UK and Luxembourg private banks hire chairmen
-
Mifid II rules on ESG a timebomb for some advisers
Assumption that clients are not interested means many are not even broaching the subject
-
PEOPLE MOVES: Raymond James, Square Mile, Hargreaves Lansdown
London branch principal named at wealth firm, while senior figure exits research house
-
UK chancellor pledges £330bn for coronavirus-hit businesses
Square Mile compares the package to the 2008 bailout for banks