08/18/2025
The appointment comes at a pivotal time for clients across Scotland and the wider UK as policy changes affecting pensions, inheritance tax and business property relief are prompting many families and business owners to reassess how they pass on wealth.
08/18/2025
Effective 1 October 2025, Kimberly joins Apex Group from State Street, where she has served for over 12 years, most recently as Treasurer and Executive Vice President.
08/15/2025
Yusuf will report to Gemma Woodward, head of responsible investment at Quilter Cheviot, and will support the firm’s stewardship programme and thematic engagement efforts.
08/15/2025
Jörg Zatachetto, former chief investment officer at Copernicus Wealth Management, has joined as senior investment adviser for external asset managers.
08/13/2025
This move is in line with the company’s strategic efforts to strengthen its leadership team and enhance6 its technological capabilities, potentially impacting its market position and stakeholder interests.