PEOPLE MOVES: Vontobel, Lazard AM, Progeny
CEO to leave financial services giant, while chief executive of Middle East steps down from asset manager
Vontobel
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PEOPLE MOVES: Wealthify, Seccl, Vontobel
Digital investment platform makes c-suite changes, as tech firm names chief risk officer
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PEOPLE MOVES: Novia Financial, DWP, Nuveen
Platform COO departs, as UK government names pensions minister
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Inflation a ‘more serious problem’ than investors think
People are especially underestimating the ‘longevity’ of its process
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UBS sells Swiss advice arm to wealth manager
Acquirer wants to bolster its offering for US clients who seek ‘geographic diversification’
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PEOPLE MOVES: Fairway Group, Calamatta Cuschieri, Schroders PW
Jersey firm makes c-suite changes, while Malta-based company names head of private clients
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PEOPLE MOVES: Aviva, Tilney Smith & Williamson, Mirabaud AM
Insurance giant names chief executive of UK & Ireland, as wealth firm makes c-suite hire
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Switzerland orders 12 banks to comply with Fatca
They will have 20 days to share their client data with the US taxman
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PEOPLE MOVES: Credit Suisse, Team AM, Vontobel Asset Management
Swiss banking giant bolsters international wealth arm, as Jersey firm names head of client relations
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Vontobel AM opens Singapore office
As it hires former head of private banks and intermediaries at DWS to join operation
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PEOPLE MOVES: Generali, JM Finn, Goldman Sachs
Insurer names hires global head of M&A, while wealth firm names CEO
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PEOPLE MOVES: James Hay, Kingswood, Eastspring
Retirement platform hires CEO, as UK-headquartered group names head of wealth planning