PEOPLE MOVES: Wealth Wizards, Sanlam UK, JO Hambro
Digital advice company makes c-suite changes, as CEO departs from wealth firm
Raymond James
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US in the news: Deutsche Bank WM makes Florida push
A round-up of people moves and M&A deals across North America
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US in the news: BNY Mellon WM makes five hires in Miami
A round-up of people moves and M&A deals across North America
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Raymond James takeover of Charles Stanley gets final go-ahead
A month after regulator approved the acquisition
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FCA greenlights Charles Stanley acquisition
A week after the completion date was pushed back by a month
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Raymond James acquisition of Charles Stanley delayed
Completion date pushed back as firms do not believe they will get FCA approval in time
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PEOPLE MOVES: Canada Life UK, Lombard Odier, Phoenix Group
Insurer makes c-suite changes, as Swiss wealth manager names managing partner
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PEOPLE MOVES: UBS, Novia Global, Hargreaves Lansdown
Wealth manager hires group CFO, as investment platform names sales director
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US in the news: T Rowe Price buys Oak Hill Advisors
A round-up of people moves and M&A deals across North America
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US in the news: CI Financial buys Silicon Valley wealth manager
A round-up of people moves and M&A deals across North America
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PEOPLE MOVES: RWC Partners, HSBC PB, Utmost International
CEO steps down from UK investment firm, as private banking group names head of Qatar
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Raymond James splashes out £280m on Charles Stanley
Deal will add £27.1bn in client assets to the group