Blackfinch AM rolls out tailored portfolio service
Advisers are ‘seeking a greater level of ownership and control’
Blackfinch Group
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PEOPLE MOVES: Brooks Macdonald, Barnett Waddingham, Moneyfarm
Head of responsible investments departs wealth manager, while consultancy firm hires CEO of Sipp arm
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PEOPLE MOVES: CISI, Charles Stanley, Lombard Odier
CEO steps down from professional body, as wealth manager makes c-suite change
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PEOPLE MOVES: Credit Suisse, Quilter Investors, Allfunds
Swiss giant names CEO of wealth management, while multi-asset business hires CIO
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PEOPLE MOVES: Close Brothers AM, Credit Suisse, Openwork
CEO steps down from UK advice firm, while banking group makes c-suite changes in Asia
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PEOPLE MOVES: RWC Partners, HSBC PB, Utmost International
CEO steps down from UK investment firm, as private banking group names head of Qatar
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PEOPLE MOVES: RBC WM, Raymond James, Brooks Macdonald Int’l
Wealth manager names four directors in Asia, as investment firm poaches financial planners from 1825
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PEOPLE MOVES: Aviva Singlife, River and Mercantile, AssetCo
Singapore insurer names group CEO, while UK investment company hires executive director
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PEOPLE MOVES: UBS, Tilney Smith & Williamson, Blackfinch
Wealth giant names chief digital and information officer, while UK firm expands international service
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PEOPLE MOVES: Axa, Tilney Smith & Williamson, Oak Group
Insurance giant makes c-suite changes, while UK wealth manager names COO
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PEOPLE MOVES: AJ Bell, Kairos, Brown Shipley
Investment platform names head of policy, Julius Baer wealth subsidiary hires CEO
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Investment firm expands ‘ethical’ IHT offering
Portfolios will focus on investing in renewable energy and low carbon construction