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Review our latest manager news items and posts here

Manager News – July 2019

Fidelity: James Bateman, CIO of Fidelity multi asset is leaving the firm in October to launch his own business. COO for multi asset Riju Sathyan will

Manager News – June 2019

Woodford Investment Management: On 3rd June 2019, Neil Woodford suspended his flagship fund (the LF Woodford Equity Income fund) as he was unable to meet redemption

Manager News – May 2019

BlackRock Smaller Companies Investment Trust: BlackRock has announced that Mike Prentis, who manages their Smaller Companies trust, is retiring at the end of June 2019 and

Manager News – April 2019

Columbia Threadneedle European Equities: Mark Heslop has left Columbia Threadneedle, where he was responsible for their European Smaller Companies fund, to join Jupiter Asset Management and

Manager News – March 2019

JP Morgan American: The board of the JP Morgan American investment trust is set to replace manager Garrett Fish with Jonathan Simon and Tim Parton appointed

Manager News – February 2019

PIMCO ESG: PIMCO’s Head of ESG (Environmental, Social, Governance) strategies and manager of their Select UK Income Bond fund, Mike Amey is retiring at the end of

We are thrilled to have won a Gold award at the Portfolio Adviser magazine Wealth Manager Awards 2017, which recognise top performance outcomes based on investment choices. With all of our portfolios performing extremely well, our Aggressive Portfolio – our high risk, high reward proposition – was singled out for its excellence
Wealth Manager GOLD AWARD