03/02/2021
Coleman joins from financial technology firm Wealth Wizards, where he helped the business develop its technology to support automated advice solutions for advisers across both retail and workplace financial planning.
03/02/2021
Brown Shipley, a Quintet Private Bank, has promoted Rebecca Williams to Head of Wealth Planning, with immediate effect.
03/01/2021
He was also an original member of the Group’s Management Board. Through his leadership, the firm successfully integrated several businesses and sectors, cementing the UK as a major focal point for the Group.
02/25/2021
Stephanie, Jessica, Sarah and Emily will sit on the FCA’s Executive Committee, its most senior executive decision-making body.