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  • PortfolioMetrix appoints new CEO and senior team

    Discretionary investment management company PortfolioMetrix has appointed UK CIO Alex Funk to be CEO from 1 January 2026.

  • UK Financial Planner launches fund manager in Ireland

    PortfolioMetrix's website. The firm has made the move into Ireland

  • PortfolioMetrix signs partnership deal with Praemium

    David Chessell of PortfolioMetrix

  • Chartered Financial Planning firm partners with investment selector

    Lloyd & Co website

  • Financial Planning firm appoints CIP to expand client options

    Helm Godfrey

  • Verve Foundation launches new cohort of students

    Hayley Rabbets, head of The Verve Foundation,

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