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RIA Roundup: Following Record Q1, RIA M&A Sees Even Busier Week

It was a remarkable week in the RIA market, with at least 14 deals announced, two new launches and more than $22 billion in transacted assets.

Akron , Ohio , United-states , Virginia , Houston , Texas , Palm-coast , Florida , Oklahoma , Grand-junction , Colorado , Denver

RIA Roundup: Following Record Q1, RIA M&A Sees Even Busier Week

It was a remarkable week in the RIA market, with at least 14 deals announced, two new launches and more than $22 billion in transacted assets.

Houston , Texas , United-states , Tampa , Florida , Colorado , Denver , Ohio , San-antonio , Grand-junction , Evermay , Virginia

People Moves: Week ending Friday 2 February 2024

This week’s movers include those at Aptia, Broadstone, and Isio, among others.

United-kingdom , Edinburgh , City-of , London , Portugal , Rothesay , Argyll-and-bute , India , Scotland , British , Jasmine-urquhart , Baillie-gifford

Neuberger Berman promotes Matt Malloy to succeed Dik van Lomwel as head of EMEA

Neuberger Berman has promoted managing director Matt Malloy to head of EMEA as Dik van Lomwel moves to vice chair EMEA.

London , City-of , United-kingdom , Neuberger-berman , Asset-management , People-moves , Euberger-berman , Ik-van-lomwel , Att-malloy , P-morgan-am ,

Gravis hires Jonathan Feely as sales director

Gravis Capital Management has named Jonathan Feely as a sales director, responsible for the Midlands, North of England, Scotland and Northern Ireland

United-kingdom , Cameron-gardner , Columbia-threadneedle , People-moves , Ravis , Ales , Istribution , Onathan-feely , Ameron-gardner , Olumbia-threadneedle ,

Edinburgh Investment Trust names deputy manager as de Uphaugh retires

Liontrust equity analyst Emily Barnard has been promoted to deputy manager of the Edinburgh investment trust, working alongside new lead manager Imran Sattar from 6 February.

United-kingdom , Imran-sattar , Chris-field , Ewan-lovett-turner , Majedie-asset-management , James-de-uphaugh , Investment-companies-united-kingdom-equity-income , Ash-nandi , People-moves , Ames-de-uphaugh , Dinburgh-investment-trust

JO Hambro names UK Dynamic successors following Savvides departure

JOHCM has set out succession plans for the departure of UK Dynamic manager Alex Savvides, who is set to leave the company for Jupiter.

United-kingdom , Michael-ulrich , Andrew-parry , Rachel-reutter , James-lowen , Tom-matthews , Vishal-bhatia , Mark-costar , United-kingdom-dynamic , Kingdom-growth , Kingdom-equity-income

RIT Capital Partners investment manager names CEO successor

J Rothschild Capital Management, the investment manager of RIT Capital Partners, has hired Maggie Fanari as CEO, effective from March 2024.

James-leigh-pemberton , Francesco-goedhuis , Ewan-lovett-turner , Ontario-teacher-pension-plan , People-moves , J-rothschild-capital-management , It-capital-partners , Eo , Aggie-fanari , Umis , Wan-lovett-turner