James Bateman, previously chief investment officer of Fidelity's multi asset business, has launched New Value Investment, which is preparing to offer equity and multi asset funds.
Bateman (pictured) left Fidelity in July after seven years to set up his own venture, having also held roles at Barclays Wealth and Investment Management and Northern Trust Asset Management. "Subject...
Deal was announced in June this year
Departs in April 2021
Raft of portfolio management changes
Individual holdings breach limits
Positive and negative emotions
Acquired £1.25bn in AUM
Will add around £175m in AuM
39th deal since 2008
AFH Financial Group has received a £224.5 million cash offer to take over the business from US-based private equity company Cortina Bidco.