PEOPLE MOVES: Ardevora AM, CII, Evelyn Partners
Investment firm appoints CEO, as professional body names interim vice president for local institutes
Investment firm appoints CEO, as professional body names interim vice president for local institutes
Trusts included for the first time
CFO exits insurance company, as advice firm names head of business development
Jargon is a problem, say advisers
Asset manager names global head of wealth management, as platform makes c-suite change
As the wealth manager sets out its post-deal operation model
Insurer bolsters Singapore operation, as investment manager names global head of retail
Solution will help affluent Latin American savers access US investment markets
CFO retires from asset manager, as platform hires director of business development
Private bank hires associate director, as wealth manager bolsters Brazil operation
European professional body elects chair, as multi-asset manager makes c-suite change
CEO leaves global wealthtech firm, as asset manager names interim chief executive