Staff at Investment Quorum have carried out an MBO, which has lead to the departure of CEO Lee Robertson as Petronella West steps up to the role.
Staff and directors including West, CIO Peter Lowman and director of private clients Nicholas Rolf were part of the management buyout, which Lowman said had been "discussed for some time" as Robertson...
Will be 'core to all great portfolios'
Why the traditional approach of combining bonds and equities is not the best way to improve risk-adjusted returns
Partner Insight: The way in which bonds have been so successfully combined with equities in the past 35 years has been contingent on them delivering high returns in periods of equity market stress. Yet in half of the 20-year periods over the past 120...
£34bn of non-sterling assets to be merged
Spent 13 years at Pictet
Joined with Chinese asset manager Ping An