Investment Week has partnered with Carmignac, Invesco, LGIM, Quilter, Schroders and Tatton to bring an exclusive guide that explores the trends driving the increasing use of the model portfolio services.
Takes on investment director role
Structure remains under review
Record AUM of £70.9bn
Columbia Threadneedle
Analysis by Fitz Partners
Increased weightings to bonds
Private equity and infrastructure strategies
Under Consumer Duty regime