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Neptune’s Dowey promoted to CIO in reshuffle

Neptune Investment Management has appointed its chief economist and investment director James Dowey as chief investment officer. He will retain his role as chief economist and report to the company’s founder and chief executive Robin Geffen. Despite Dowey’s promotion, Geffen will continue to take “overall responsibility” for the investment team as well as manage the funds he […]

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Howard Flight announced as president of new trade body

Conservative peer Lord Howard Flight was today announced as president of the new adviser trade body being launched by Garry Heath. Former IFA Association director general Garry Heath revealed further details of the association, named Libertatem, at a launch event in London today. He aims to raise £1m in the first 15 months of the […]

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Attivo acquires four IFAs

Attivo has acquired four IFA businesses and says it is on track to complete a further seven deals this year. The chartered financial planning and wealth management firm has acquired Hertfordshire-based Porter DeVere, which was 130 active clients, and London-based Lifetime Financial Partnership, which has 180 active clients. Attivo has also bought Worcester-based Morgan Fitzgerald […]

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