PEOPLE MOVES: Quintet, Quilter Cheviot, Raymond James
Private Bank hires market lead for Switzerland, while investment firm names head of Manchester office
Private Bank hires market lead for Switzerland, while investment firm names head of Manchester office
As liquidity issues remain, despite clarity over valuations
But does the shape of the recovery matter at this point?
Investment manager names executive director, while wealth platform nabs sales manager from sister firm
Investment bank names Jersey COO, while savings firm hires CEO for retirement arm
UK-based firm restructures its national advice business, while insurer names APAC chief
Average expected inheritance now stands at just over AED1m
Head of wealth advice at one firm expects ‘client defections to accelerate’ across the region
Despite this increased reliance, people are expecting to receive, on average, just AED17,000
Advice firm hires CFO, as asset manager names chief operating officer
Clients urged to speak to UK regulator or their adviser if they receive suspicious calls or emails
Changes mean the discretionary fund manager can work more closely with advisers