PEOPLE MOVES: Quilter, Skybound WM, DWS
Wealth firm names MD of financial planning, as global advice group hires managing partner
Skybound Capital
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PEOPLE MOVES: FNZ, IWP, Skybound WM
Wealth tech giant names CEO of UK and South Africa, as advice group hires CFO
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Skybound Wealth Management obtains Cyprus licence
Company can now offer financial advice across the EU
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Skybound Wealth Management enters Australia advice market
To provide services to British expats living in the country
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PEOPLE MOVES: Canaccord Genuity WM, UBS, Quilter
Wealth manager names funds CIO, while banking giant boosts family advisory arm
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PEOPLE MOVES: Close Brothers, Janus Henderson, Brown Shipley
Asset manager names CEO, while head of investment trusts retires from wealth firm
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Global financial advice firm secures federal approval from SEC
In addition to the US, it has offices in the UAE, Switzerland and the UK
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GWM rebrands as Skybound Wealth Management
As it plans Australia and Europe expansion
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GWM hires Hargreaves alum
He was ‘heavily involved’ in the firm’s Wealth 50 funds list
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Guardian Wealth Management trio exit the business
As it is sold to a private equity vehicle managed by Skybound Capital