ACD

Guy Sears retires after more than three decades across financial services

People moves

Guy Sears retires after more than three decades across financial services

Katherine Damsell succeeds

clock 30 January 2024 • 2 min read
Marlborough Group gets £5.5bn ACD mandate from Evenlode

Unit trusts/OEICs

Marlborough Group gets £5.5bn ACD mandate from Evenlode

Waystone contract terminated

clock 08 November 2023 • 2 min read
Castlefield sells ACD unit to Thesis Unit Trust Management

Companies

Castlefield sells ACD unit to Thesis Unit Trust Management

Subject to FCA approval

clock 14 September 2023 • 1 min read
Odey in talks to transfer Special Situations fund to Green Ash Partners

Unit trusts/OEICs

Odey in talks to transfer Special Situations fund to Green Ash Partners

Run by Adrian Courtenay

clock 04 July 2023 • 1 min read
Odey AM in 'advanced talks' to transfer European funds to SW Mitchell Capital

Unit trusts/OEICs

Odey AM in 'advanced talks' to transfer European funds to SW Mitchell Capital

Manager Oliver Kelton

clock 27 June 2023 • 1 min read
Asset managers stick with Link Fund Solutions as ACD

Companies

Asset managers stick with Link Fund Solutions as ACD

Following FCA redress proposal

clock 26 April 2023 • 2 min read
CPN Investment Management expands MPS and bespoke portfolio range with launch of two funds

Wealth Management

CPN Investment Management expands MPS and bespoke portfolio range with launch of two funds

Marlborough Group appointed ACD

clock 24 April 2023 • 2 min read
Sale of Link Fund Solutions to comprise majority of Woodford redress

Companies

Sale of Link Fund Solutions to comprise majority of Woodford redress

Completion targeted for October 2023

clock 20 April 2023 • 3 min read
Omnis Investments promotes CIO Robert Jeffree to CEO role

People moves

Omnis Investments promotes CIO Robert Jeffree to CEO role

Follows Dominic Sheridan exit

clock 23 February 2023 • 1 min read
Link Fund Solutions sued again over Woodford collapse

Unit trusts/OEICs

Link Fund Solutions sued again over Woodford collapse

Harcus Parker case

clock 06 June 2022 • 2 min read
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