Joins with 25 years' experience
Standard charge of EQ Positive Impact Portfolios falls to 0.33%
Annual results for the year to 31 March
Supporting advisers with due diligence and DFM selection process
Reporting to Greg Mullins
'Public showing interest in ESG'
Combined £7bn under management
Through sister firm Avellemy
Also wins Ascensia DFM contract
Three funds to be transferred
Key findings from Rathbones' report
In-house portfolios remain most popular
Custom-made or off-the-shelf?
Asset management revenue up to £7m
Annual Defaqto survey
Where is the better outcome?
Will be rebranded following Aberdeen merger
Managers consider next steps for directive
Plans to target HNW individuals
Advisers must push for change - PortfolioMetrix
Significant cost benefits
Lessons to be learned
Join original six DFMs added in March