PEOPLE MOVES: Phoenix Group, Eastspring, BNP Paribas AM
Savings and retirement business makes c-suite changes, as investment firm names CIO
Evelyn Partners
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Evelyn Partners adds seventh advice firm to succession programme
It is the second company to join the wealth manager’s Newcastle office through the scheme
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PEOPLE MOVES: MFSA, Cayman Finance, UBS
Regulator names acting CEO, as promotional body hires chief executive
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Sipp operator enters administration in UK
FSCS is investigating if there are any claims that meet the ‘qualifying conditions for compensation’
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Evelyn Partners adds sixth advice firm to succession programme
Deal will see four members of staff join the wealth management group
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PEOPLE MOVES: Curtis Banks, MFSA, LGT
CEOs step down from Sipp provider and Maltese regulator
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Boutique favourites among £10.7bn ‘dog’ funds in Bestinvest report
Previous ‘pawful’ performers from Invesco and SJP redeem themselves in latest edition of Spot the Dog
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PEOPLE MOVES: FCA, Gam, Nucleus
Regulator hires director of international, as asset manager names CFO
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Evelyn Partners hints at int’l version of adviser succession programme
‘The business is really successful, who knows where it’ll end up expanding into’
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Fifth advice firm joins Evelyn via succession programme
Scheme has ‘generated a great deal of interest’ since its launch in 2021
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Frozen thresholds see UK IHT take double in a decade
Latest figures show receipts hit £1.8bn in last three months
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Evelyn Partners unveils wealth office in ‘underserved’ Brighton
It aims to place ‘the power of good advice into more hands’