Keith Rumbelow and Patrick Berton have resigned from HSBC and are believed to be joining Neptune Inv...
Keith Rumbelow and Patrick Berton have resigned from HSBC and are believed to be joining Neptune Investment Management, the specialist fund management group established by Robin Geffen, formerly of Orbitex. In addition, Neptune has appointed Simon Chalk as regional director for the northern area. Chalk was formerly of Exeter Fund Managers, where he also covered the northern region. Other appointments by Neptune include Nicholas Boles, who has been appointed vice president of marketing and client services. Most recently, he directed the strategy team at Cartezia, a ventures consultancy.
Adding $246bn in AUM
Plus worked example
Risk-profiling tools have provided a framework for advisers to manage client expectations but, writes Chris Fleming, key issues persist that have varying levels of implications for advisers and clients
100 new clients
Achievements, charity work and other happy snippets