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1 day ago | 
citywire.com | Natalia Vasnier |Himanshu Singh |Dylan Lobo |Nour Azhar
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1 week ago | 
citywire.com | Daniel Grote |ayesha khan |Natalia Vasnier |Victoria Bell
‘The biggest challenge was transitioning from startup to scale-up,’ said Kurt Walsh, winner of the ICA’s Compliance Leader of the Year award 2025, and director and head of compliance at East Anglian Financial Planning based in Langham, Colchester.
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1 week ago | 
citywire.com | Natalia Vasnier |Daniel Grote |Nour Azhar |Dylan Lobo
Punter Southall has been ordered to pay £43m to the former CEO of its protection arm after losing a case he brought against the insurance and pensions business over his dismissal.
Jersey’s Royal Court ruled earlier this month that Daniel Pender, the former boss of Punter Southall’s Gryphon Group protection business, was due the payment in compensation for shares unfairly confiscated from him when he was sacked in 2017.
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1 week ago | 
citywire.com | Himanshu Singh |Natalia Vasnier |John Schaffer |Nour Azhar
Annick Crisford has ended her 18-year stint with Rothschilds for a top role at Pictet Wealth Management.
In LinkedIn post, Crisford, said she was now a managing director at Pictet WM.
‘[At Pictet] I advise and work with successful entrepreneurs, business owners, families and charities to help them manage, preserve and growth their wealth,’ Crisford said. Already have an account? Do you personally advise on or manage investments for clients?
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1 week ago | 
citywire.com | Daniel Grote |Natalia Vasnier |Joe Stonor |Victoria Bell
While MPS providers have struggled amid a poor US market performance, Chetwood Investment Management has managed to buck the trend.
According to its factsheets, the firm’s tailored strategic growth MPS delivered 11.7% compared to its equivalent ARC benchmark, 8.3%, in the year to the end of March. Its tailored strategic decumulation portfolio also delivered a similar return.
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1 week ago | 
citywire.com | Natalia Vasnier |Ian Heath |Danielle Levy |John Schaffer
BlackRock Frontiers (BRFI) manager Sudaif Niaz has stepped down from the trust following a restructure of BlackRock’s global emerging markets division.
Linked to the overhaul, Christoph Brinkmann has also stepped down as co-manager of BlackRock Latin American (BRLA) trust. He will be replaced by Gordon Fraser, who has been appointed head of a newly formed emerging markets and frontiers team, based in London. Fraser will work alongside the trust’s long-standing manager Sam Vecht.
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1 week ago | 
citywire.com | John Schaffer |Natalia Vasnier |Dylan Lobo |Nour Azhar
While MPS providers have struggled amid a poor US market performance, Chetwood Investment Management has managed to buck the trend.
According to its factsheets, the firm’s tailored strategic growth MPS delivered 11.7% compared to its equivalent ARC benchmark, 8.3%, in the year to the end of March. Its tailored strategic decumulation portfolio also delivered a similar return.
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1 week ago | 
citywire.com | Dylan Lobo |John Schaffer |Natalia Vasnier |Sophie Downes
Brooks Macdonald recorded further outflows from its Bespoke Portfolio Service (BPS), amid more choppy waters in financial markets.
In a funds under management update for the first quarter of 2025 (which marks the firm’s financial Q3), BPS shrunk by more than 4% to £8.3bn as clients pulled £211m. Negative market moves also left a £153m dent in the unit.
Brooks’ model portfolio service (MPS) acted as somewhat of a saving grace during the three month period, with net inflows amounting to £121m.
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1 week ago | 
citywire.com | Daniel Grote |Natalia Vasnier |Sophie Downes |Dylan Lobo
St James’s Place’s (SJP) Polaris multi-asset fund range has enjoyed a meteoric rise, growing to £65bn of assets since its launch less than three years ago.
But not all of the fund groups employed by the UK’s largest financial advice business to run client money have enjoyed a slice of that success.
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1 week ago | 
citywire.com | Daniel Grote |Dylan Lobo |Natalia Vasnier |Sophie Downes
TrinityBridge, formerly Close Brothers Asset Management, is moving to a new London home around a month after private equity firm Oaktree sealed a £200m deal to buy the business from its parent, Citywire has learned.
The £20bn wealth firm, which rebranded shortly after the deal, will move from Close Brothers’ base at 10 Crown Place to 42 Wigmore Street in Marylebone in October, with about 300 employees relocating.
