People Moves
27 May 2022

Who's Moving Where In Wealth Management? – IQ-EQ, River And Mercantile, Seddons

The latest wealth management moves and appointments in the UK, rest of Europe, the Middle East and...

People Moves
26 May 2022

Who's Moving Where In Wealth Management? – Momentum Multi-Asset Value Trust plc, Allspring Global Investments

The latest wealth management moves and appointments in the UK, rest of Europe, the Middle East and...

People Moves
5 May 2022

Boutique UK Private Bank Names New CFO As Predecessor Retires

The new CFO is taking over from the man who had been in the post since 2011, playing a central role...

People Moves
5 May 2022

Compliance Corner: UK Financial Conduct Authority

The latest compliance news: regulatory developments, punishments, guidance, permissions and new...

People Moves
4 May 2022

UK Wealth Manager Adds Senior Industry Figure As Non-Executive Director

Among other positions, Breedy is a member of this news service's editorial advisory board. ...

People Moves
27 April 2022

Who's Moving Where In Wealth Management? – Multrees, JP Morgan Private Bank

To meet its growth objectives, Multrees Investor Services has appointed financial services experts...

People Moves
13 April 2022

HSBC Private Banking Steps Up Family Offices Strategy

The appointment highlights how the family offices and ultra-high net worth client space is being...

People Moves
5 April 2022

Rothschild & Co Names Private Client Wealth Solutions Head

David Kilshaw, an award-winning figure whose career has spanned EY, KPMG and Rawlinson & Hunter,...

People Moves
28 March 2022

UK Wealth Manager Names New CEO

The firm’s chief investment officer is succeeding his father as CEO and will lead the 50-year-old...

People Moves
25 March 2022

Who's Moving Where In Wealth Management – Crestbridge, Russell Investments, HSBC Asset Management

The latest wealth management moves and appointments in the UK, rest of Europe, Middle East and...