Sevior’s FUM cut in Perpetual succession planning

“As they develop and improve their record then we add to their FUM. Matt’s been a beneficiary of that, John and Charlie have been beneficiaries of that.”

Over the last few years, however, Sevior’s FUM has only decreased.

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The twin forces rewriting the rules of investing

Portfolios built for the old world will be severely tested as emerging forces rewrite the rules of investing. The Top1000Funds.com Fiduciary Investors Symposium heard that geopolitical and macroeconomic upheaval, together with the disruption wrought by AI, should force asset owners to rethink the structure and composition of portfolios.

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