PEOPLE MOVES: Waverton IM, Axa IM, Jupiter, Schroders, Boutique Capital Partners
George Bromfield joins Waverton
Waverton
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Tatton tops Defaqto DFM satisfaction study
Brooks Macdonald and Waverton Investment Management also performed well
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PEOPLE MOVES: FSCS, Maps, SEI
UK lifeboat scheme and pension service announce CEO exits
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PEOPLE MOVES: InvestCloud, Eastspring, Kingswood
CEO leaves global wealthtech firm, as asset manager names interim chief executive
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PEOPLE MOVES: Octopus Investments, Progeny, Sigma Private Office
Investment firm makes CEO change, as financial planning group names head of academy
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PEOPLE MOVES: Edmond de Rothschild, Bravura, AJ Bell
Financial services giant makes c-suite change, as wealth tech solution provider names CEO
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Waverton mourns passing of Andrew Denham-Davis
‘Force of nature’ ex-Brooks Macdonald business development director ‘believed in wearing out shoe leather’
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PEOPLE MOVES: UBS, Novia Global, Hargreaves Lansdown
Wealth manager hires group CFO, as investment platform names sales director
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PEOPLE MOVES: Investec, Waverton, Bank Syz
Investment management recruitment lifts off in Scotland, while Swiss private bank targets domestic growth
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PEOPLE MOVES: HSBC AM, M&G, Julius Baer
Asset manager names APAC and Hong Kong CEO, while UK firm hires first CIO
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UK investment manager unveils wealth operation
It ‘is fast becoming central to our proposition for our private client audience’
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Waverton Investment Management buys Scottish IFA firm
Deal adds £500m of AuM