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PEOPLE MOVES: Lombard Odier, Aviva, Marlborough

PEOPLE MOVES: Lombard Odier, Aviva, Marlborough
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South africaCentral bedfordshireUnited kingdomCity ofSouth africanDamian taylorJohn cummingsTom woodBrivio sforzaCathy jonesTilney smith williamsonGiorgio riccucciAndrea montagueRobert hallLombard odierMartin currie

List of approved Individual Savings Account (ISA) managers

Find Individual Savings Account (ISA) managers approved by HMRC from October 2014.

United kingdomCity ofNorth lanarkshireKings houseBorough of cheshire eastNorth yorkshireTunbridge wellsUnited kingdom generalNew zealand generalNew zealandHenley on thamesCounty antrimWest bromwichNewcastle upon tyneMatabeleland southCounty durham

The Morning Briefing: Aberdeen gives E the elbow; LV= letter

Source: Link Group’s Dividend Monitor In Other News FE fundinfo has added Richard Watts (Jupiter), Anthony Srom (Fidelity) and Terry Smith (Fundsmith) to the 2021 Alpha Manager ‘Hall of Fame’ list. The Hall of Fame, which recognises managers who have been ‘Alpha-rated’ consistently over a period of seven years, now stands at 51 managers in total. To gain an Alpha rating, fund managers are ranked according to their track records since 2000, with extra weighting applied to those with longer track records. The rating is based on three components: risk-adjusted alpha; consistency of outperformance versus their benchmark; and outperformance in both up and down markets.

United kingdomCity ofGiles hargreaveSteve webbRichard wattsJohn chatfeild robertsMartin lauHarry nimmoDavid haymanRichard peaseGareth thomaTerry smithDaniel nickolsLeigh himsworthJames bondMark slater

Terry Smith, Richard Watts and Anthony Srom join FE Fundinfo s hall of fame

Home / News / Terry Smith, Richard Watts and Anthony Srom join FE Fundinfo’s hall of fame Terry Smith, Richard Watts and Anthony Srom join FE Fundinfo’s hall of fame A trio of the best-performing active fund managers have reached the seven-year ‘alpha-rated’ streak Terry Smith, Anthony Srom and Richard Watts have joined FE Fundinfo’s alpha manager hall of fame, while 10 managers were booted from the list, including former Invesco manager Mark Barnett. Fundsmith Equity manager, Smith (pictured), Fidelity Asia Pacific Opportunities manager, Srom, and manager of the Jupiter UK Mid Cap fund, Watts, were all awarded a place in the hall of fame “in a year where extreme volatility has tested the markets and challenged returns”.

United kingdomRichard wattsJohn chatfeild robertsAsia pacificMark martinRobert smithTerry smithBarry norrisHenry dixonHarriet haberghamRichard woolnoughMary mcbainCharles younesBryan agbabianAnthony sromSean ashfield

Marlborough to merge fund and investment management arms

Marlborough to merge fund and investment management arms While it looks to hire 20 people to drive growth plans Marlborough Group will merge Marlborough Fund Managers and Marlborough Investment Management to create a single business. It will be called Marlborough and will have around £6bn of assets under management. All fund governance, risk and operations capabilities will be brought together under authorised corporate director business, IFSL. This means that the business will become ACD for the 18 funds in the range from Marlborough Fund Managers, with the newly merged Marlborough acting as investment adviser. Following the reorganisation, IFSL will be responsible for approximately £11bn of Marlborough Group and external fund assets.

City ofUnited kingdomAllan hamerDwayne greenRichard goodallMarlborough groupMarlborough fund managersMarlborough investment managementநகரம் ஆஃப்ஒன்றுபட்டது கிஂக்டம்ஆலன் சுத்திவேன் பச்சைரிச்சர்ட் குடால்மார்ல்பரோ குழுமார்ல்பரோ நிதி மேலாளர்கள்மார்ல்பரோ முதலீடு மேலாண்மை