Articles
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1 month ago |
portfolio-adviser.com | Lauren Mason
Stefanie Drews, president and representative director at Nikko Asset Management, has been appointed with the additional role as CEO of the firm. Meanwhile, Kuniyuki Shudo will join from Sumitomo Mitsui Trust Bank as representative director and executive chair, succeeding current chair Yutaka Nishida. However, Nishida will remain on the firm’s board of directors until June this year.
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1 month ago |
portfolio-adviser.com | Lauren Mason
Schroders has appointed Oliver Gregson (pictured) as CEO, Wealth Management, to succeed Mary-Anne Daly as she steps back from full-time responsibilities. Gregson, who has joined the firm from JP Morgan Private Bank, will oversee Cazenove Capital, Schroders Personal Wealth and Benchmark after he assumes the role from June this year. Outside of the UK, he will focus on expanding Schroders’ Wealth arm internationally. Daly will remain as a strategic adviser to Schroders’ Wealth business.
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1 month ago |
portfolio-adviser.com | Lauren Mason
Rathbones Group’s pre-tax profit increased by 72.9% to £99.6m throughout 2024, compared to £57.6m by the end of 2023, according to its full-year results published today (26 February 2025). Underlying profit before tax jumped from £127.1m to £227.6m, marking a 79.1% increase. Rathbones said the rise in profits was largely due to the acquisition of Investec Wealth and Investment (IW&I) in September 2023.
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1 month ago |
portfolio-adviser.com | Lauren Mason
Brickwood Asset Management, the firm founded by ex-Jupiter trio Kevin Murphy, Ben Whitmore and Claudia Ripley (pictured left-to-right) in January last year, has launched its inaugural fund. The TM Brickwood UK Value OEIC will invest in undervalued opportunities across the UK equity market, with at least 80% of the portfolio held across FTSE 350 constituents.
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2 months ago |
portfolio-adviser.com | Christian Mayes |Lauren Mason |Hannah Williford
For Cadira Capital Management CIO Yu Shimizu, running a sustainable impact strategy is personal. “My journey into sustainable investing began in 2012, following the Great East Japan Earthquake and subsequent nuclear power plant accident. My hometown is in Fukushima, around 50km from the power plant, and I helped my parents evacuate.
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