Charles Stanley has appointed John Porteous to the newly-created role of group head of distribution.
Report to CEO Paul Abberley, Porteous will be responsible for developing Charles Stanley's distribution strategy for services and products to boost the firm's market presence and flows into the business....
Departs in April 2021
Raft of portfolio management changes
Individual holdings breach limits
Ian Jensen-Humphreys joins as portfolio manager
Headed by Simon Monk
2,000 advice firms shifted
Building a brand
'Better balance between fee and interest income'