PEOPLE MOVES: Generali, Brown Shipley, BlackRock
Insurance giant makes c-suite changes, private bank poaches client adviser from HSBC PB
Brown Shipley
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PEOPLE MOVES: Openwork, Phoenix Group, Brown Shipley
Financial advice network names COO, retirement firm hires pensions and savings director
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PEOPLE MOVES: HSBC, Credit Suisse, Affinity Private Wealth
Bank makes triple change in wealth unit, while Swiss group names COO of UK operation
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PEOPLE MOVES: Quintet PB, Beaufort Group, Stonehage Fleming
Private bank and retail financial services provider hire group COOs
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Private bank sells pension business to UK Sipp provider
While Transact parent company buys financial planning software specialist
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PEOPLE MOVES: HSBC Life, EFG International, Brown Shipley
Insurer makes c-suite changes, while Swiss private bank names head of continental Europe and Middle East
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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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PEOPLE MOVES: Quilter, Pictet WM, Curtis Banks
Financial services giant bolsters UK platform business, while wealth manager names head of Italy
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PEOPLE MOVES: Quintet, Brown Shipley, Mercer
Swiss private bank hires Asia head, while UK firm names family investment office lead
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PEOPLE MOVES: Brooks Macdonald, Shard Capital, Raffles FO
Investment manager names CIO, while wealth firm makes c-suite change
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Five million wealthy Brits will not receive inheritance
As only 40% of HNWs have plans in place to minimise the tax paid by beneficiaries
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PEOPLE MOVES: Beaufort Financial, Barclays, Brown Shipley
Wealth firm hires head of advice, while private bank creates global family office role