Companies

Investor managing portfolio. Pie chart and candlestick charts.

Companies | 26 Jan 24

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

Chris Bishun

Companies | 25 Jan 24

Morningstar Wealth appoints Chris Bishun as head of wealth solutions

He brings 20 years of experience to the role

Caroline Simmons

Companies | 25 Jan 24

Quilter Cheviot appoints UBS’s UK wealth CIO to succeed Gwyther

Caroline Simmons will take up chief investment officer role in March

Companies | 25 Jan 24

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

Edinburgh City and Castle viewed from Calton Hill on a beautiful winter morning with the Dugald Stewart monument in the foreground and the castle, Scott monument and Balmoral clock tower in the background.

Companies | 24 Jan 24

Abrdn confirms 500 redundancies in cost-cutting ‘transformation plan’ amid £12.4bn outflows

£150m of costs will be cut across the business over two years