Investment Quorum's Petronella West becomes CEO after MBO: Robertson steps down
'Fantastic ambassador'
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...
More on Advisory
Nucleus closes head office due to flooding
'Yellow' weather warnings
SLA to acquire Grant Thornton advice arm - reports
Sky News reports £30m price tag
Trio of new hires for Quilter Cheviot
Latest three join from Brooks Macdonald
FCA seeks feedback on whether RDR and FAMR caused 'unintended harm' to consumers
Review delayed two years
More news
Investment Week digital edition - 22 July 2019
Latest edition of the print magazine online
EdenTree's Hepworth reduces fixed income exposure for infrastructure plays
Technological disruption a theme to watch, manager argues
MSCI: Seven UCITS funds in danger of Woodford-style liquidity crisis
Breaching SEC rules
Trade war: What will bring an end to retaliatory tariffs?
In the first half of 2019, the uncertainty surrounding Federal Reserve policy and US-China trade negotiations affected the outlook for all asset classes including global small-cap stocks.
Partner Insight: Why are so many advisers attracted to multi asset strategies?
James Bateman, Chief Investment Officer, Multi Asset, Fidelity answers two key questions about the rise of multi asset investing