PortfolioMetrix has appointed Julie Rowe as client implementation manager as it looks 'to speed up the on-boarding of new clients' onto its discretionary investment manager (DIM) service.
Formerly business development manager at private investor platform service, Platform One, Rowe will help new clients with the firm's service. PortfolioMetrix said the hire was part of the expansion of...
More focus on global equities
PA360 – 24 April 2018
Plans to hire more advisers
Exams start in December
Additional funds to be added in due course