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Joe Stonor

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  • 1 week ago | citywire.com | Joe Stonor |Jack Gilbert

    Today we reveal the winners of the best portfolio manager awards. The winning managers generated the highest risk-adjusted return in their investment sector. The methodology can be found here. Already have an account? Which of the following best describes your role?

  • 2 weeks ago | citywire.com | Sophie Downes |Joe Stonor

    For many wealth firms, the FCA’s decision to hit pause on SDR for portfolio management was not only welcomed, but largely expected. Firms had been vocal about the difficulties of meeting the regulation under its initial timeline, and the following extensions only confirmed greater clarity was needed. Speaking at a conference at the time of the announcement, the regulator’s ESG head Sacha Sadan said it was ‘really important’ that he address the difficulties around SDR.

  • 3 weeks ago | citywire.com | Jack Gilbert |Selin Bucak |Joe Stonor

    LONDON: The number of advisers working at private equity-backed advice firms has doubled in 2024 to over 10,000, according to Citywire’s latest PE Leaderboard. On the back of several major deals last year, the number of private equity-backed firms have risen from 36 to 40. Across these firms, the 10,481 advisers now account for around 28% of all investment advisers in the UK, measured against the total of 37,136, according to the most recent data from the FCA.   Already have an account?

  • 4 weeks ago | citywire.com | Jack Gilbert |Selin Bucak |Joe Stonor

    The number of advisers working at private equity-backed advice firms has doubled in 2024 to over 10,000, according to Citywire’s latest PE Leaderboard. On the back of several major deals last year, the number of private equity-backed firms have risen from 36 to 40. Across these firms, the 10,481 advisers now account for around 28% of all investment advisers in the UK, measured against the total of 37,136, according to the most recent data from the FCA.   Already have an account?

  • 1 month ago | citywire.com | Daniel Grote |Himanshu Singh |Joe Stonor |Victoria Bell

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