Business & Development
-
Canaccord Wealth adopts Bloomberg Indices for Active Equity Fund Management
Bloomberg have announced that Canaccord Wealth, one of the UK’s top wealth managers, will transition to Bloomberg equity benchmarks across its Model…
-
Openwork announces new CEO to lead Omnis Investments
The Openwork Partnership (“Openwork”) is pleased to announce the appointment of Mehdi Kadhim as Chief Executive Officer of Omnis Investments (“Omnis”), the…
-
Alex Funk appointed CEO of PortfolioMetrix
Alex Funk, currently UK CIO of PortfolioMetrix, has been appointed CEO, with founder Brandon Zietsman transitioning into the role of Executive Chair.…
-
EQ Investors appoints Tom Wait as Investment Manager
EQ Investors (EQ), the B Corp wealth manager, today announces the appointment of Tom Wait as Investment Manager in its discretionary fund…
-
Aviva Investors launches innovative Social Value Label for real estate development projects
Aviva Investors, the global asset management business of Aviva plc, announces it has created the ‘Aviva Investors Social Value Label’, a certification scheme…
-
Royal London Asset Management appoints Steve Palmer as Head of ETF Solutions to spearhead expansion into active ETF market
Royal London Asset Management has appointed Steve Palmer as Head of Exchange-traded Fund (ETF) Solutions, marking a significant step in the firm’s…
-
AFH acquires Avidity Wealth Management
AFH Wealth Management is pleased to announce the acquisition of Avidity Wealth Management Limited, a well-established financial planning firm based in St…
-
MillTech: How new technology is helping fund managers to put idle cash to work
High inflation and interest rates over the last four years have made cash depreciate in value rapidly. Neil Gallacher, Co-Head of Cash…
-
PIMCO names Lotfi Karoui as Managing Director and Multi-Asset Credit Strategist
PIMCO, one of the world’s premier fixed income investment managers with deep expertise in public and private markets, announces that Lotfi Karoui…
-
Schroders renews long-term commercial partnership with Lloyds Banking Group
Schroders have announced the renewal of its long-term commercial partnership with Lloyds Banking Group, enabling both Schroders and Lloyds to expand their…
Wealth DFM Talk is our flagship podcast, that fits perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever you are.
Wealth DFM Talk Podcast – listen to the latest episode
