11/03/2022

Quilter Cheviot adds three new investment managers

All three investment managers will work closely with private clients and intermediaries including financial advisers to manage their investment portfolios in line with their long-term financial goals.

11/03/2022

Rahul Agarwal joins SS&C

In this previous role as head of private clients, he was responsible for relationship management and building the firm’s revenue-generating projects.

11/02/2022

Peregrine Wealth announces internal promotion

In her new role, Harriet will support the Operations Manager through the development and implementation of processes and procedures as well as oversee the onboarding of new clients.