PEOPLE MOVES: Canaccord Genuity WM, UBS, Quilter
Wealth manager names funds CIO, while banking giant boosts family advisory arm
Canaccord Genuity Wealth Management
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PEOPLE MOVES: St James’s Place, Schroders PW, Lombard Odier
Managing director steps down from wealth firm, as advice business makes c-suite change
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Wealth manager buys UK financial planning company for £164m
Deal also includes a DFM business
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PEOPLE MOVES: UBS, Novia Global, Hargreaves Lansdown
Wealth manager hires group CFO, as investment platform names sales director
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PEOPLE MOVES: CGWM, AssetCo, Nucleus
Wealth manager hires head of distribution, while AssetCo welcomes a familiar face
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PEOPLE MOVES: IW&I, AJ Bell, Friends Provident International
UK wealth firm names CIO, while investment platform appoints deputy chief executive
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PEOPLE MOVES: Edmond de Rothschild, Close Brothers AM, CGWM
Private bank names chief executive, while wealth firm hires managing director for London office
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UK wealth firm buys investment management business for £54m
It is the company’s first foray into Scotland
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Investment firm buys 22% stake in UK wealth manager for £125m
Funding will help the company grow through ‘both internal development and acquisitions’
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ESG fund supply can’t meet Middle East advice market demand
But Canaccord’s head of international sales says the firm ‘hopes to address’ the issue
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BOD49 to spark HNW expat ‘pensions gap’ in UAE?
Increased regulation which disincentivises selling may leave clients without products
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PEOPLE MOVES: Standard Life Aberdeen, CGWM, Charles Stanley
Changing of the guard at SLA, as Canaccord Genuity Wealth Management names international sales head