Entries by George Trefgarne

Falling back on the EEA, or Thucydides

Two weeks ago, ahead of the Chequers summit, we warned that it would be a miracle if one or more Cabinet ministers did not resign. And so it has proved.   The subsequent Parliamentary chaos, we did not predict. The conduct of all sides in the Brexit process now reminds me of a passage from […]

Stifel Europe appoints Boscobel & Partners

Boscobel & Partners is delighted to have been appointed as communications adviser by Stifel Europe, the full-service investment bank owned by Stifel Financial Corp. Stifel’s European operation encompasses debt and equity in both the public and private markets. Boscobel’s team, comprising George Trefgarne, CEO, Charlotte Walsh, Partner and Georgia Way, Consultant, will manage Stifel’s communications […]

A New Centre Party, local elections and markets

The local elections on May 3rd may prove to be unusually exciting, both from a political and market perspective. Jeremy Corbyn launched Labour’s campaign today and made clear his ambition is to seize flagship Conservative boroughs in London, including Kensington & Chelsea, Westminster, Wandsworth and Barnett. I highlighted this risk in a piece for the […]

Pollen Street Capital appoints Boscobel & Partners

Boscobel & Partners is pleased to have been appointed as communications adviser by Pollen Street Capital, the private equity and credit fund manager focussed on investing in businesses in the financial services sector and in specialist credit assets. Boscobel’s team, led by Founder and CEO George Trefgarne, will manage Pollen Street Capital’s financial communications across […]

It is 1956 and all that again in Westminster

The Establishment may be having a wobble, but things could be much worse It hasn’t been this bad since the Suez Crisis. That is what some are saying in Westminster. What we still call the Establishment is divided and demoralised, awaiting “clarity” on Brexit. Britain is arguably involved in another international escapade which is being […]

BlackRock joins in i-Activism

A week after Jana Partners LLC and California State Teachers Retirement System wrote to Apple demanding it take action over the addiction of children to smart phones, BlackRock has made a powerful intervention in the governance debate. I dubbed this i-Activism LAST WEEK as I think this stance by investors is genuinely new. Many serious […]

The start of i-Activism

Jana Partners LLC and California State Teachers Retirement System have written to Apple, the world’s largest quoted company with a market capitalisation of some $900bn, to demand that it takes action to protect children from addiction to Smartphones. The two institutions claim to own $2bn of Apple stock. The full text of the letter is […]

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