Moves, M&A and model portfolios: Highlights from the wealth sector in Q1

Laura Dew
clock • 3 min read

After a busy start to the year for the wealth sector, Investment Week rounds up the key developments.

January Charles Stanley hires interim CIO Replacing Paul Abberley (pictured), who was promoted to CEO, Charles Stanley hired Jonathan Cunliffe from Tesco Pension Investments as interim chief investment officer. In his previous role, Cunliffe worked as head of fixed income and multi-asset investment, and had also previously worked at Aberdeen Asset Management.   Church House launches model portfolio service Church House Investment Management launched a managed portfolio service offering six portfolios tailored to different levels of risk. The Church House Advantage Managed Portf...

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