06/19/2023
Evelyn Partners, the leading integrated wealth management and professional services group, is pleased to announce the appointment of Craig Dowsett as a Financial Planning Director in the firm’s London office.
06/19/2023
The firm has particular expertise when it comes to advising high-net-worth individuals including doctors, lawyers, and company directors.
06/19/2023
He has joined the firm, which has offices in Beverley and Wakefield, from investment management company Charles Stanley, where he was client relationship manager and business development manager for the Beverley area.
06/16/2023
Hall specialises in retirement planning, post-retirement income options, savings and investment planning.
06/15/2023
With two-year gilts yields at their highest level since last year's ‘mini’ Budget debacle, Allianz's Mike Riddell is also buying back in, while Quintet sees more safety in US treasuries.
06/15/2023
Chris Pritchett, who previously led the energy practice at Foot Anstey, and Levent Gurdenli, who was a partner at Weightmans, have joined the multi-disciplinary practice.
06/14/2023
The new appointment also sees Hardman become CEO of DWS Investments UK Ltd, subject to regulatory approvals, and join DWS’s global leadership team and the investment leadership team.
06/14/2023
The firm, which is planning to grow in the region, has also named its Swiss sales director as head of the firm’s retail business in Switzerland.