Before joining Evelyn Partners, Bleakley (pictured) was a wealth planner at Succession Wealth. She has also worked for Fisher Investments and Chase de Vere Medical. Bleakley’s primary focus at Evelyn Partners will be to help female business owners, entrepreneurs and executives with their retirement planning and general wealth management.

“She brings with her a unique set of skills, which I have no doubt will add significant value to our clients and key strategic partners alike. Her passion and commitment towards supporting female entrepreneurs in particular will undoubtedly allow us to better serve this important segment of the market,” Niraj Vyas, managing partner at Evelyn Partners said.

C Hoare & Co
(PAM), the UK business, has appointed Mark Lane to the new role of head of active funds.

A highly experienced fund manager, Lane was previously investment director at abrdn, where he was co-PM of the MyFolio Sustainable range and the Dynamic Distribution fund.

Lane also chaired the SAA Committee for the multi manager and solutions team where he was responsible for overseeing strategic asset allocation (SAA).

The new role of head of active funds was created as part of PAM’s recent restructure, with the aim of building specialist teams for each of its investment strategies, underpinning its continued evolution as a scalable fund manager. It currently has funds under management of approaching £4 billion ($5.25 billion).

“We’re delighted to welcome Mark to the team and his considered and robust approach fits perfectly with the consistent performance and smoother investment journey that we look to create for clients across our fund ranges,” Ian Hooper, chief investment officer at Progeny, said. “Mark’s appointment is an important step towards evolving our operating model and skill sets, including an increasing focus on global market exposure for our expanding international client base.”

Progeny describes itself as the first and only B Corp Certified firm in the UK to bring together chartered financial planning, asset management, tax, HR and private and corporate legal services.