PEOPLE MOVES: Equiom, Allspring Global Investments, Deutsche Bank
Financial services provider makes c-suite change, as independent asset manager names Singapore CEO
RBC
-
-
Brewin Dolphin board exodus as RBC acquisition completes
But Robin Beer remains at the helm of the wealth manager now known as RBC Brewin Dolphin
-
PEOPLE MOVES: Citi, IQ-EQ, Canaccord Genuity WM
Bank names Hong Kong and Macau CEO, while financial services provider hires group head of insurance
-
RBC fined HK$7.7m for mishandling client assets
There is no evidence of losses for customers
-
US advisers face pressure to improve ESG knowledge
Millennials ‘strong appetite’ for the investment strategy creates ‘opportunity’ for industry
-
Tax and diversification advice most valued by young HNW Brits
Tech-savvy generation ‘still eager to receive tailored guidance on the complexities of managing wealth’
-
PEOPLE MOVES: BennBridge, Maven Wealth, RBC WM
Investment boutique names CEO for Europe and UK, while wealth firm hires chief executive as it rebrands
-
Brewin Dolphin sold for £1.6bn
To create a ‘market leader’ with £65bn in assets under management
-
US in the news: Wealth Enhancement Group buys Florida firm
A round-up of people moves and M&A deals across North America
-
Banking group eyes US and Europe wealth expansion
It wants to make ‘selective or smaller acquisitions’
-
PEOPLE MOVES: Marlborough, UBS, FCA
Fund manager founder retires, as Swiss giant makes board reshuffle
-
PEOPLE MOVES: Cooper Parry Wealth, WH Ireland, Openwork
UK advice firm names PFS president as chief growth officer, while wealth manager makes c-suite change