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...Mick McAteer, co-founder of the Financial Inclusion Centre think-tank and a former FCA board member, said the stress-test plan was “very welcome”....
...Gallagher and Kearns asked HSBC to provide information on who had authorised the decision to not recognise BNO passports and whether board members had been aware of it....
...Armitt is a former chair of the National Express Group and held senior roles with the Berkeley Group as well as the Board of Transport for London....
...There are always a lot of different interests to manage at the top of a pension plan, but the psychodrama between the board, plan members, the investment staff, the media, and local, regional and national...
...Ailman, who has served as CIO of the California State Teachers’ Retirement System since 2000, announced his retirement at a board investment committee meeting on Thursday....
...Depending on the extent of the inaccuracies in the tax returns (and the reasons for these), it sounds like your accountant could have breached their duty of care to you....
...Trusts can be set up in a number of ways, including through outright gifting, but also on the back of a will....
...Its £1bn investment trust also had a tough 2023, with the trust’s managers noting that last year was “the worst in the history of Ruffer Investment Company”....
...At a meeting held last month, the firm proposed to its board of trustees for Pimco Funds that it consider converting its $141mn Mortgage-Backed Securities Fund from a mutual fund into an ETF, the filing...
...The worrisome aspect of this allocation decision jumps right off the page: it sounds like Calpers is steering the car by the rear-view mirror....
...Or is it just that a global complex of directors, trustees, headhunters, consultants and money managers has its nose so deep in the sound governance trough that uncomfortable truths are ignored?...
...One helpful safeguard of transferring shares into trust is that, unless the contrary position is included in the trust deed, trustees must act unanimously....
...Penn’s board has 48 voting participants, and a further 36 longstanding emeritus members who have reached the retirement age of 70 but are still allowed to attend and speak at meetings....
...Yet in the fourth quarter of 1974, fearful insurance companies, pension funds, investment trusts and unit trusts together sold more shares than they bought for the first and last time during the decade....
...Investment trusts make up 27 per cent of the companies in the FTSE 350 index....
...He served as chair of trustees of the National Gallery between 1985 and 1991 and chair of the Heritage Lottery Fund from 1994 until 1998....
...For Mick McAteer, co-director of the Financial Inclusion Centre and a former board member of the Financial Conduct Authority, this is a problem....
...Fundraising for private credit has become “less rushed” because of the “more challenging” market conditions, said a spokesperson for the $50bn Connecticut Retirement Plans and Trust Funds....
...Bill Stone, chief investment officer of Glenview Trust, which invests in Berkshire, said the company had a long history of making tough capital allocation decisions....
...boards....
...It was Dunn who persuaded her board at BGI to launch in a full suite of ETFs. Thus, in 2000, the iShares ETF brand was born....
...A powerful concern is that doing so could harm international financial stability — and the dollar and euro’s status as reserve currencies — by undermining the essential trust involved in depositing reserves...
...Agreeing on the specifics is not easy, but the range of independent criteria is currently undermining trust in the market....
...Rothschild was named chair of the trustees of the National Gallery in 1985....
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