Companies
Fintel buys Owen James Events as acquisition spree continues
It is the sixth company acquired by Fintel in the past year
Chancery Lane CEO: Modern portfolio theory doesn’t work for income investors
MPT is is wrongly incorporated into most offerings directed at retail clients in the UK, writes Doug Brodie
Morningstar Wealth appoints Chris Bishun as head of wealth solutions
He brings 20 years of experience to the role
Quilter Cheviot appoints UBS’s UK wealth CIO to succeed Gwyther
Caroline Simmons will take up chief investment officer role in March
St James’s Place net inflows halve as Jefferies lists stock as ‘buy’
New CEO Mark FitzPatrick will review ‘all elements of the business’ as he plans for 2030




