PEOPLE MOVES: GSB Capital, EFG International, Seccl
UAE advice firm hires managing partner, while Swiss private bank names chairman
IQ-EQ
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When should families start succession planning?
Younger generations are ‘more demanding’ and want to be involved
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IQ-EQ handed £800,000 fine in Jersey
It avoided a penalty of over £1.6m by accepting the regulator’s findings
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PEOPLE MOVES: AJ Bell, Matthews Asia, Butterfield
Investment firms make CEO change, as financial services group names vice president of private banking
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PEOPLE MOVES: Prudential, London & Capital, IQ-EQ
Financial services giant names group CEO, as wealth manager bolsters US family office team
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Financial services provider unites French operations
It is a ‘key strategic market’ in the company’s ‘ambitious global growth plans’
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PEOPLE MOVES: Quintet PB, Vam Funds, Fairstone
Private bank names CEO, as investment manager hires ex-Quilter International global sales director
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PEOPLE MOVES: Wealthify, IQ-EQ, Interactive Investor
Wealth firm names interim CIO, while financial services provider hires global head of intermediaries
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Financial services provider unites US operations
Firm has ‘significant market ambition’ across the country
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PEOPLE MOVES: GSB Capital, IQ-EQ, JFSC
UAE advice firm names managing partner, as financial services provider makes c-suite change in Luxembourg
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PEOPLE MOVES: SEI, Aviva, AES International
Tech firm names CEO, as insurer hires chief financial officer
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PEOPLE MOVES: Canada Life, Banque Cramer, BRI Wealth
Chair steps down from insurer, while Swiss private bank names CEO