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2 months ago |
citywire.com | Himanshu Singh |Michelle McGagh |Laura Ventom |Sophie Downes
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2 months ago |
citywire.com | Himanshu Singh |Jeremy Gordon |Laura Ventom |Sophie Downes
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2 months ago |
citywire.com | Laura Ventom |Sophie Downes |Natalia Vasnier |Michelle McGagh
I wake up at 6.30am and check my phone for messages, socials and news. At 7am I go through the RNS news and see if any of the companies we hold have any updates or results. Around 7.15 am, I start getting ready and have a cuppa (of Yorkshire tea).
If there are trading updates or results then I would liaise with my colleague Ian at around 8am to discuss our views, decide if there are any actions we need to take, and finally start writing our daily research to share internally.
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2 months ago |
citywire.com | Natalia Vasnier |Laura Ventom |Sophie Downes
Role and responsibilities: Investment research, managing the firm’s MPS solutions, and working with clients directly. Years in the industry/years at firm: Two and a half years. Top three fund picks: Liontrust Global InnovationChikara Indian SubcontinentGQG Global EquityTeam AUM: £700m What first attracted you to the world of wealth management? Being able to help ‘Mrs Miggins’ achieve smooth returns with ample downside protection has always been a passion of mine ever since I was a young boy.
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Mar 9, 2025 |
citywire.com | Laura Ventom |Himanshu Singh |Natalia Vasnier |Dylan Lobo
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Mar 7, 2025 |
citywire.com | Dylan Lobo |Laura Ventom |Natalia Vasnier |Sophie Downes
1 of 9 Saturday, 8 March is International Women’s Day. This is an opportunity to commemorate the achievements and successes of women while highlighting the need for further change to achieve a gender-equal world. Despite the progress that society has made to accelerate gender parity within the workplace, women are still facing significant hurdles. Only 15% of all employees in the wealth management sector are women, and it is estimated that less than half of these are in leadership roles.
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Mar 7, 2025 |
citywire.com | Dylan Lobo |Natalia Vasnier |Laura Ventom |Sophie Downes
Charles Stanley has hired Chris Haywood as senior portfolio manager to boost its fiduciary management division.
Haywood joins after a nine year stint at XPS Pensions Group, where he worked with defined benefit (DB) pension schemes. He most recently held the role of senior investment consultant. Prior to this, he worked at Punter Southall for over two years.
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Mar 6, 2025 |
citywire.com | Selin Bucak |Dylan Lobo |Laura Ventom |Sophie Downes
A Lincolnshire bridge dating back to the 14th century is the inspiration behind the renaming of Close Brothers Asset Management (CBAM) following a £200m sale to private equity.
At a meeting this afternoon, the wealth firm’s CEO Eddy Reynolds informed around 850 staff the business would now be known as TrinityBridge.
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Mar 6, 2025 |
citywire.com | Zachariah Sharif |Laura Ventom |Michelle McGagh |Sophie Downes
Role and responsibilities: Investment research analyst. My primary responsibilities involve multi-asset research, contributing to asset allocation decisions and our model portfolio service. Years in the industry/years at firm: Six months in the industry; six months at City Asset Management. Top three fund picks: Man GLG Undervalued assetsAbrdn Emerging Markets Income Equity Royal London Short Duration Global Index Linked What first attracted you to wealth management?
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Mar 6, 2025 |
citywire.com | Zachariah Sharif |Selin Bucak |Michelle McGagh |Laura Ventom
When people think of Aberdeen Group – Abrdn until this week – private markets is not the first capability that comes to mind. In fact, many would be surprised to learn the group has any presence in private markets, particularly after it sold its private equity franchise last year.
However, according to Jason Windsor (pictured above), who took over as CEO last September, it is an area the business is increasingly focused on.