PEOPLE MOVES: HSBC, Ocorian, Sesame Bankhall Group
Bank names CEO of its Singapore life arm, as financial services provider makes c-suite change
Sesame Bankhall
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Should class be more prominent in adviser diversity campaigns?
IA speaks with Sesame Bankhall Group interim CEO John Cowan about his path to the industry
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‘Dying books of business’ haunt advice firms without next gen clients
‘Most advisers look after a certain quantity of the population’
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PEOPLE MOVES: SBG, Charles Stanley, Barclays
Adviser support group names interim CEO, as wealth manager hires head of strategic partnerships
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PEOPLE MOVES: Charles Monat Associates, Amundi, Zurich
International life insurer makes c-suite changes, as asset manager names Hong Kong CEO
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PEOPLE MOVES: Financial Ombudsman Service, Gam, HSBC AM
CEO steps down from ombudsman, while investment firm hires head of marketing and client experience
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Sesame Bankhall Group to expand wealth advice offering
As it creates propositions director role to bolster range of solutions for its directly authorised firms
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PEOPLE MOVES: Quintet PB, Beaufort Group, Stonehage Fleming
Private bank and retail financial services provider hire group COOs
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How have adviser academies been affected by pandemic?
The ‘new normal’ has posed a number of challenges when educating the next generation
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Ex-Sesame Bankhall MD named CEO of Quilter Financial Planning
Andy Thompson is to leave the business at the end of June
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Advice network sets up covid-19 support hub
Designed to help support ‘the wider financial services community’
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PEOPLE MOVES: Sesame Bankhall, Amundi, Deutsche Bank WM
C-suite hire at financial advice group, while French asset manager bolsters Luxembourg operation