03/02/2021
Coleman joins Succession to 'accelerate growth'
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.
03/01/2021
Former Brewin Dolphin CEO joins Multrees as chairman
The firm has ambitious growth targets and plans to double its client base within the next five years.
03/01/2021
Danni Hewson most recently presented Radio 5 Live’s Wake Up to Money programme.
03/01/2021
GIB Asset Management (GIBAM) has appointed Greg Konieczny and Kunal Desai to launch a Global Emerging Market Equity team that will complement and provide further depth to GIB AM’s existing equity capabilities.
03/01/2021
Clarus Capital has also hired a client adviser who worked for UBS.
03/01/2021
Also working in Bern is Jürg Legler, who joined Bordier in October.
02/26/2021
Ignition Advice expands into UK
The challenges of 2020 have accelerated the need for digital solutions and Ignition Advice is perfectly positioned to help.
02/26/2021
While he will still retain a leadership position in the Midlands, Martina Neary has been selected to succeed him as Head of EY’s Midlands Financial Services wing.
02/26/2021
Mary O'Connor, head of clients and markets, will remain as CEO while the election is conducted.
02/26/2021
The Latitude Horizon Fund is up 28 per cent net of fees since its launch in November 2016 and remains top of its peer group since inception.
02/26/2021
The asset manager is set to close the strategy that currently sits bottom of its sector in performance terms.
02/26/2021
Head of urban investment group to assume new post which will include leading commercial and advisory solutions.
02/25/2021
Prior to joining Catella Group as Chief Financial Officer, Christoffer was part of building a global real estate group within EF based in the USA.
02/25/2021
Mr. Keem has over 23 years’ experience in the asset and investment management industry.Robe
02/25/2021
Acting head appointed for Cayman’s UK office
The CIGO-UK office has been working remotely since March 2020, amid the COVID-19 crisis.
02/25/2021
Robeco appoints Head of UK Wholesale
Robeco has appointed Nick Keem as Head of UK Wholesale.
02/25/2021
FCA shakes up executive team as part of 'transformation' programme
Stephanie, Jessica, Sarah and Emily will sit on the FCA’s Executive Committee, its most senior executive decision-making body.
02/25/2021
Avaloq is very well positioned to help wealth managers and private banks in the UK