CISI names new paraplanner group chair
He takes over from Dan Atkinson who steps down after five years
people moves
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Brooks Macdonald and Rathbones make distribution hires
James Goward and Ben Johnson join Brooks Macdonald, while Rathbones has hired Schroders’ Kim Nelson
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Sarah Soar to depart Hawksmoor parent company
Michael Bishop to become managing director of investment management
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PEOPLE MOVES: Evelyn Partners, Aegon, Quilter Cheviot, the CISI, Jupiter AM
Associate director added to London financial planning team
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Aegon appoints director to ‘accelerate momentum’ in DC pensions
He will lead the workplace channel
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Quilter Cheviot selects Nick Wood as head of regional offices
Richard Thorn to retire after near four decades with Quilter Cheviot
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Columbia Threadneedle’s Steven Bell to retire in 2025
The chief economist will depart in March after more than 11 years at the firm
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PEOPLE MOVES: Aegon AM, PIMCO, Liontrust, Unicorn AM
Euan McNeil has left the firm
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PEOPLE MOVES: Evelyn Partners, Ascot Lloyd, GAM, Aviva, Gravis
The firm has appointed Matthew Spencer as head of intermediaries
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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
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PEOPLE MOVES: Evelyn Partners, Abrdn, Artemis, HSBC, Liontrust
Kate Morrissey joins as head of asset allocation
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Evelyn Partners hires HSBC AM’s Morrissey as asset allocation head
Will head up Evelyn Partners’ macroeconomic and quantitative strategy teams