PEOPLE MOVES: Pictet, Zurich, AJ Bell
Wealth manager hires CEO for UK, while insurer names group chief strategy officer
1825
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PEOPLE MOVES: 1825, RBC Wealth Management, National Friendly
Standard Life Aberdeen’s advice arm makes managerial changes, as wealth firm bolsters fixed income team
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Will ESG investing crack the financial advice industry in 2020?
A lot of products are ‘coming down the conveyor belt’
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Industry still facing ‘tsunami’ of pension freedom challenges
Record year as flexible payments hit £9.4bn in 2019
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Private pension wealth rises 69% in a decade
But UK government data shows the need to address the ‘yawning chasm of gender inequality’
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Will IFA acquisitions be scuppered by DB pension transfers?
Anything that represents risk and potential future liability will impact valuation and M&A deals
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Standard Life Aberdeen financial planning arm gives free advice
In support of the Chartered Institute for Securities and Investment’s Financial Planning Week
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Standard Life’s financial planning arm confirms 8th M&A deal
As AFH separately completes £1.7m deal for Hertfordshire-based wealth firm
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Financial planning firm eyes eighth M&A deal
£30m acquisition would add about 100 employees, including a handful of partners and around 30 IFAs
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Financial planning firm makes first venture into Northern Ireland
This is the company’s seventh acquisition since its formation in 2015
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Standard Life advice boss changes role, plans acquisitions
Standard Life’s restricted advice arm 1825 has announced a reshuffle of senior management roles.
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PEOPLE MOVES: Brewin Dolphin, 1825, Julius Baer International
Brewin Dolphin has named its new chief operating officer, while Standard Life’s 1825 has poached a regional managing director from St James’s Place. Julius Baer International has appointed a head of compliance for the UK and Ireland.