People moves Financial News
27.09 / 16:19
UK
People moves
Tellworth's Seb Jory leaves UK equity fund in co-founder's hands
Seb Jory (pictured), is leaving Tellworth Investments after six years at the firm.
27.09 / 16:19
industry
People moves
Columbia Threadneedle
Investment Association
Newton IM and M&G Investments chiefs Munro and Pinto join Investment Association board
Newton Investment Management CEO Euan Munro (pictured), who joins the IA board alongside three new directors.
27.09 / 10:55
companies
People moves
liontrust
GAM
NewGAMe
shareholders
GAM shareholders approve new board at EGM
The shareholder group along with Rock Investment SAS, entered into an agreement with GAM to provide financing for the asset manager following the collapse of the Liontrust deal.
27.09 / 10:55
Fidelity
People moves
equities
Jupiter
multi-asset
Jupiter asset management
Fidelity International
Manager Jeremy Podger and multi-asset head Eugene Philalithis to retire from Fidelity
Jeremy Podger (left) and Eugene Philalithis (right).
27.09 / 10:27
Credit Suisse
People moves
Atlantic House hires Credit Suisse director for fund manager role
The firm’s investment team has also welcomed Benjamin Forster, who has joined as an analyst.
27.09 / 10:27
companies
People moves
liontrust
GAM
NewGAMe and Bruellan
EGM
GAM investor group changes CEO candidate day before shareholder vote
The group is now backing GAM’s chief risk officer Elmar Zumbuehl for the role and said that he had already “accepted the opportunity to work with the new board as CEO of GAM”.
25.09 / 14:09
People moves
Alternatives
Rathbones
Investec W&I alternatives head Summers to exit for CIO role at Omnis
Andrew Summers (pictured) speaks at the Investment Week Alternatives Summit in May 2023.
25.09 / 10:33
BlackRock
Wealth managers
People moves
ETFs
Fidelity International
Robeco
International
Robeco poaches ETF chief from Fidelity International to lead platform launch
Nick King, head of ETFs at Robeco
22.09 / 12:17
Unit trusts/OEICs
People moves
SVM co-founder Margaret Lawson retires
Margaret Lawson (pictured), was a co-founder of SVM, which she set up in 1990.
22.09 / 11:31
People moves
schroders
Wellington Management
fixed income
Schroders global fixed income head Paul Grainger departs
Paul Grainger (pictured), joined Schroders in 2015 to lead the fixed income and currency portfolio management team.
22.09 / 07:43
UK
People moves
Business roles
Janus Henderson head of UK retail departs
Simon Hillenbrand (pictured), head of UK retail as Janus Henderson is leaving the company effective 31 December 2023.
21.09 / 11:17
UK
bonds
People moves
Global
HSBC AM finds UK credit solutions head in abrdn investment director
Based in London, Smith will report to head of global credit Oliver Boulind.
20.09 / 14:31
People moves
Business roles
Carmignac expands Patrimoine fund team with four promotions
Rigeade and Zimra will be responsible for the fixed income element of the portfolio, while Hirsch and Moulin will manage the fund’s macro overlay, determine portfolio construction and implement risk management.
20.09 / 11:01
Unit trusts/OEICs
People moves
acquires
Dowgate Wealth acquires BambuBlack managers and funds
BambuBlack founder Jane Andrews
19.09 / 10:41
People moves
high yield
Fisch AM hires PIMCO veteran to run global high yield strategy
Prior to joining Fisch Asset Management, Potthof worked at PIMCO in Munich, for 22 years.
15.09 / 11:45
Abrdn
People moves
Montanaro AM founder's son joins firm
Montanaro’s father, Charles Montanaro, will remain chair of the firm and chair of its investment committee.
13.09 / 14:19
People moves
research team
analyst
Quilter Cheviot expands fund research team with analyst hire
Shah was previously at Cenkos, where he worked as head of research for nearly two years.
13.09 / 10:37
Citi
jp morgan
People moves
Link Fund Solutions
Waystone poaches from Citi for global CEO role
His appointment follows the announcement in August that Waystone’s acquisition of Link Fund Solutions was still on schedule to close later this year.
13.09 / 07:37
CEO
People moves
SJP
St James's Place
prudential
Mark FitzPatrick named as successor to SJP CEO Andrew Croft
Andrew Croft (pictured) has been at SJP over the last three decades and took over as CEO in 2018.
12.09 / 15:09
People moves
Business roles
Hamilton Lane reveals CEO succession plans
Juan Delgado-Moreira and Erik Hirsch, new co-CEOs of Hamilton Lane
12.09 / 15:09
Invesco
People moves
Robin West promoted to co-manager of Invesco UK Smaller Companies fund
West re-joined Invesco in 2014 after leaving in 2003.
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