PEOPLE MOVES: Guardian Wealth, Franklin Templeton, James Hay
Wealth manager hires Woodbrook Group’s former COO, as investment giant names executive vice president
Charles Stanley
-
-
PEOPLE MOVES: Nutmeg, BNP Paribas WM, Eastspring
CIO exits online investment service while French bank names head of wealth management in Italy
-
PEOPLE MOVES: HSBC Life, The Fry Group, River & Mercantile
Insurer bolsters its Singapore distribution with triple hire, as advisory group imports international tax manager
-
Charles Stanley strengthens Yorkshire presence with acquisition
Its Leeds office is currently recruiting for additional investment managers
-
PEOPLE MOVES: Natixis WM, Deutsche Bank, Lombard Odier
Two executives appointed at the wealth manager, while German bank makes hire after job cuts
-
Charles Stanley and Brewin partner with newly formed DFM
It will operate two model portfolio ranges with a mix of passive and active approaches
-
Charles Stanley opens first Northern Ireland office
Firm eyes opportunity in Belfast, as it is ‘one of the UK’s fastest-growing financial services hubs’
-
PEOPLE MOVES: Columbia Threadneedle, Saunderson House
Asset manager appoints Emea CEO, while former top politician joins wealth manager investment committee
-
PEOPLE MOVES: Aviva, Legal & General, Quilter Cheviot
More changes at the UK insurer ahead of its business shake up, CIO steps down from investment manager
-
PEOPLE MOVES: KBL European PB, Charles Stanley, Rothschild WM
Former UBS Wealth Management president and vice chairman resurface at Brown Shipley’s parent group
-
Inheritance – one of the last ‘taboo’ topics
Only 24% of UK parents have openly discussed planning matters with their children
-
PEOPLE MOVES: Momentum, Aberdeen Standard, Generali
Plus, managing director of Aussie financial services firm will leave role with A$1.2m handshake