PEOPLE MOVES: Canada Life, Banque Cramer, BRI Wealth
Chair steps down from insurer, while Swiss private bank names CEO
Chair steps down from insurer, while Swiss private bank names CEO
Asset manager names CEO, as insurance group hires head of sales
Despite the products traditionally being popular with those close to retirement or looking to mitigate IHT
People are especially underestimating the ‘longevity’ of its process
They will need to have had at least one dose by the end of March 2022
Advice consolidator names CFO, as bank makes c-suite change
It helps the bank with its ‘strategic priority of being a leading wealth manager in Asia’
As part of its strategy to become ‘a leading wealth manager in Asia’
Insurer makes c-suite changes, as Swiss wealth manager names managing partner
Global report is the largest of its kind
Platform hires ex-Openwork chief commercial officer, as wealth firm names Singapore executive director
HSBC Life discovers an ‘intrinsic link’ between financial planning and improved mental and physical health