Evelyn Partners names former Close Brothers man as head of intermediaries
He joins with close to 40-years of experience in the wealth management industry
new hires
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PEOPLE MOVES: Evelyn Partners, Abrdn, Artemis, HSBC, Liontrust
Kate Morrissey joins as head of asset allocation
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PEOPLE MOVES: AJ Bell, Quilter Cheviot, RLAM, PGIM, Chelverton, Oberon
Ian Aylward joins from Barclays Wealth
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Ian Aylward to lead AJ Bell’s MPS as head of investment partnerships
Aylward joins from Barclays to support the ‘rapid growth’ in its MPS offering
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PEOPLE MOVES: Schroders Personal Wealth, Oberon Investments
Two professionals added to client office senior leadership team
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PEOPLE MOVES: Abrdn, Mirabaud AM, Polen Capital, Goshawk AM
Steve Logan rejoins the company
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PEOPLE MOVES: LGT, Jupiter, MSCI, ARC, Lombard Odier
Phoebe Stone becomes chief sustainability officer
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PEOPLE MOVES: Royal London, Nedgroup, Legal & General, AXA IM
Ian McLeod joins from M&G Wealth
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PEOPLE MOVES: AJ Bell, the CISI, Mirabaud AM, RLAM, Allfunds, Stonehage Fleming IM
The platform makes two appointments
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PEOPLE MOVES: TIME Investments, Jupiter AM, ECP AM, Robeco
TIME hires from Octopus
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PEOPLE MOVES: 7IM, EQ Investors, Legal & General, HSBC AM, M&G
Double hire at 7IM
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PEOPLE MOVES: Aegon AM, Schroders, Abrdn, Amundi, Lazard AM, Goodhart Partners, Jupiter AM
Richard Oldfield steps into CEO role