Library

Please click on the icons to download. You will need Acrobat reader to view these documents

Please click on the icons to download. You will need Acrobat reader to view these documents

Review our latest manager news items and posts here

Manager News – January 2020

Franklin UK Mid Cap: Paul Spencer, the manager of the Franklin UK Mid Cap fund, has announced he will be retiring in September 2020 and will

Manager News – December 2019

M&G Asian: M&G has appointed its co-head of Asian Pacific equities Dave Perret manager of its Asian fund, as well as the Luxembourg mirror version.  Former

Manager News – November 2019

Baillie Gifford Emerging Markets Equity: Head of emerging market equities at Ballie Gifford Richard Sneller is set to retire in April 2020, after more than 25

Manager News – October 2019

Jupiter European:        Following the news earlier in the year that Alexander Darwall would be stepping down as manager on the Jupiter European fund, Mark Nichols

Manager News – September 2019

Gresham House Small Cap: Gresham House has appointed former Majedie small cap specialist Richard Staveley to head its Smaller Companies team.  Staveley joins the firm as

Manager News – August 2019

Premier Fixed Interest: Paul Smith, co-manager of the Premier Corporate Bond Monthly Income, UK Money Market and Defensive Growth funds, has left the company.  Daniel Hughes

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