PEOPLE MOVES: Heartwood WM, Saunderson House, HSBC
Wealth manager appoints CEO as it rebrands, while advice firm names head of financial planning
Heartwood
-
-
UK wealth manager to exit ‘competitive’ adviser market
Firm’s professional intermediary distribution channel will close in June 2021
-
PEOPLE MOVES: Deutsche Bank WM, PGIM Investments, Aviva
German bank names global head of wealth management, as investment firm bolsters intermediary operation
-
IFAs bemoan ‘insufficient’ focus on decumulation
Some 86% expect growth in the number of clients needing advice on this over the next five years
-
Heartwood IM rolls out reporting service for IFAs
Advisers can create custom reports for clients
-
Heartwood adds lower-risk options to sustainable range
Heartwood Investment Management has added two lower-risk strategies to its sustainable multi-asset range.
-
PEOPLE MOVES: Investec, NN IP and Heartwood
NN IP chooses its lead portfolio manager of emerging market debt, Investec hires its UK institutional sales director from Goldman Sachs and Heartwood makes a raft appointments to its investment team.
-
Ex-deVere regional manager joins Carrick Wealth: PEOPLE MOVES
A former deVere regional manager for Africa is to join Carrick Wealth as group business development manager. Generali has appointed a country manager for France, with StanChart Private Bank adding a director of its wealth intermediaries team.
-
PEOPLE MOVES: Aviva Investors, Manulife, Aegon
Aviva Investors has added four senior people to its client solutions team, while Manulife has named its new chief operating officer. Aegon’s chief financial officer is to depart, with Axa Investment Managers boosting its management team.
-
European equities ready for a resurgence?
Despite the prevailing negative market sentiment towards the continent, expensive US equities and an accelerating Eurozone economy are making European equities more attractive, investment analysts have said.
-
Risk of China currency intervention growing, Heartwood says
China’s currency depreciation trend playing out in 2016 looks set to continue, according to Jade Fu, investment manager at Heartwood Investment Management.