PEOPLE MOVES: St James’s Place, Quilter Cheviot, TS&W
Advice firm makes c-suite change, as investment manager bolsters London office
Tilney Smith & Williamson
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Tilney Smith & Williamson to be rebranded
Company is ‘focused on the future as truly one firm ‘
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Tilney private equity backer weighs up full ownership bid
PE firm made the merger with Smith & Williamson possible after regulatory concerns were raised
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No danger DFMs want to steal advisers’ clients
IFAs ‘absolutely in the driving seat’ when it comes to relationship with discretionary fund managers
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PEOPLE MOVES: IQ-EQ, Julius Baer, Raffles Family Office
Senior management changes at service provider, while wealth firm names Swiss head of intermediaries
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PEOPLE MOVES: One Four Nine Group, ANZ, Titan Wealth
Advice consolidator names CFO, as bank makes c-suite change
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The future of Tilney Smith & Williamson: IPO or sale?
Reports suggest private equity owners are looking at options 18 months after merger
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Over 1,000 firms exit DB advice space in two years
Companies risk ‘dramatic’ financial impact for clients if transfer goes wrong
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Smith & Williamson Investment Management Europe names CEO
Firm has ‘considerable opportunities’ to expand its client base ‘in a post-Brexit world’
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PEOPLE MOVES: Abrdn, Ignition Advice, IQ-EQ
Investment giant hires head of financial planning, while advice tech provider names Europe CCO
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PEOPLE MOVES: Barclays UK, Credit Suisse, Quilter
Wealth CEO departs bank, while Swiss group names chief executive for Israel
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Tilney S&W adds second firm to succession programme
Advice company founder will join the wealth manager’s Essex office