Discretionary Portfolio Management

Brown Shipley bolsters investment team with investment director hire

People moves

Brown Shipley bolsters investment team with investment director hire

Will work closely with CIO Toby Vaughan

clock 17 October 2019 •
Candriam hires Aviva Investors' Welch as senior relationship manager

People moves

Candriam hires Aviva Investors' Welch as senior relationship manager

Strengthening position in UK wholesale market

clock 09 July 2019 •
Entries open for Gold Standard Awards 2019

Industry

Entries open for Gold Standard Awards 2019

Ceremony will take place 13 November

clock 18 March 2019 •
FCA slams automated investment providers

Investment

FCA slams automated investment providers

Poor practice highlighted

clock 21 May 2018 •
Chase de Vere plans launch of discretionary model portfolio service

Wealth Management

Chase de Vere plans launch of discretionary model portfolio service

On the back of client demand

clock 05 January 2018 •
Close Brothers recruits investment manager from Brewin Dolphin

People moves

Close Brothers recruits investment manager from Brewin Dolphin

Spent 12 years at Brewin Dolphin

clock 26 July 2017 •

Fund management

Charles Stanley hires portfolio manager for IHT service

Spent five years at Charlotte Square

clock 25 July 2017 •
Private client assets pass £800bn for first time

Wealth Management

Private client assets pass £800bn for first time

Wealth management assets climb £49bn in a year

clock 29 June 2017 •
Openwork hires Tilney's head of investment to launch discretionary service

Platforms

Openwork hires Tilney's head of investment to launch discretionary service

Available in April

clock 09 February 2017 •

Funds

Five UK DFMs form partnership to educate advisers on outsourcing

'Will help the changing role of the adviser'

clock 06 February 2017 •
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Industry Voice: Investing in our blue planet

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Invesco in 'early talks' merger with State Street's asset management arm - reports

17 September 2021 • 1 min read
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Industry Voice: Has the pandemic changed the level of investment outsourcing?

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05

PGIM Investments makes trio of senior hires

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