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Partner with the same ethos

At the turn of the millennium, thoughts of past business success were eclipsed by thoughts on the construction and future shape of the business.

Our back-office system Swift provided basic policy summary of client assets, had no daily unit feed and required costly manual intervention to create valua


Yerbury stepping down as Invesco chief exec

Bob Yerbury is to step down as chief executive of Invesco Perpetual in September.Yerbury will retain his role as chief investment officer but will be passing his chief executive role to James Robertson.Currently based in Atlanta, Robertson is head of technology and operations for Invesco and has a total of 25 years experience in the […]

Nobody expects the Spanish Inquisition

Paul Fidell, Head of Business Development (Investments), writes about one of the primary challenges for those involved in estate planning. He looks at dealing with investment uncertainty in these low growth, low inflation but still volatile investment conditions. Protection of capital, to leave something for beneficiaries, is a fundamental objective of many people’s plans for […]


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