08/13/2025
Responsible Investing continues to evolve and we have now entered a more sophisticated, nuanced and education focused era following the FCA’s Sustainable Disclosure Requirements regulation.
08/13/2025
Kate Phillips and Will Church have been promoted to head of sales roles to fill the gap left by the departure of strategic partners head Mark Hopcroft.
08/13/2025
The Openwork Partnership is one of the UK’s largest financial services networks with over 4,750 advisers.
08/13/2025
He has consistently held a Citywire rating since the start of 2022.
08/13/2025
Thulasi Muraleetharan has left Canaccord Wealth after three years in the bespoke investment team.
08/13/2025
Diane Seymour-Williams Appointed as Board Chair, David Lawton Joins as Independent Non-Executive Director
08/13/2025
He is responsible for managing portfolios for a wide range of UK and international private clients and charities, including several of the firm’s largest relationships.
08/12/2025
Garry Coutts has been named as chair of the board of the Scottish Housing Regulator.
08/12/2025
He began his professional career with a banking apprenticeship, which he has since continually expanded with his expertise in various management positions.
08/12/2025
The company has begun a process to appoint a permanent successor to André, with the aim of further establishing the business as the ‘preferred provider’ brand in the UK market.
08/12/2025
Tenalis, which specialises in succession planning among other services, has updated its board of directors, with Andreas Feller serving as chair.
08/12/2025
She joins Scottish Widows from Quilter, where she has been proposition and commercial director since June 2022.
08/12/2025
He was appointed to the PFS board last year on 30 September.
08/11/2025
He joins from Andromeda Capital Management, where he was a partner in the business development team.
08/11/2025
Peter is joined by his former Odey colleague, Jake Bambridge, who takes on the role of Funds Operations Manager.
08/11/2025
Serenis was founded in 1995 and is based in Geneva.
08/11/2025
The 45-year-old previously lived in the UK for at least three years as he helped build up the firm, which oversees assets for a billionaire Saudi family and is focused on private market investments.
08/11/2025
Richard Woodrow has moved to the £34bn pension scheme which has nearly 16% allocated to private markets.
08/08/2025
The Dutch bank has appointed former ABN Amro exec Suzanne Schilder as chief transformation officer, and promoted Barbara van Duijn to chief information officer.
08/08/2025
Portfolio director Emily Peterson departs the firm after 15 years.