Wealth managers

Wealth managers

Brooks Macdonald completes Lloyds' offshore wealth business acquisition

Deal announced back in June

clock 01 December 2020 • 1 min read

People moves

BNP Paribas WM names Shing as CIO

Replaces Florent Bronès

clock 16 November 2020 • 1 min read

People moves

Brewin Dolphin names new chair to replace Simon Miller

Toby Strauss to start new role next February

clock 10 November 2020 • 1 min read

Wealth managers

Charles Stanley sees revenues drop amid 'difficult times'

CEO says business remains resilient

clock 15 October 2020 • 1 min read

Asset Managers

RUTM shoots the lights out in Q3 despite challenging markets

21.9% rise in income in Q3 2020

clock 15 October 2020 • 2 min read

People moves

JM Finn shakes up board as CEO and chair retire from roles

Hugo Bedford appointed CEO

clock 30 September 2020 • 1 min read

People moves

Waverton IM makes intermediary sales team appointment from S&W

Julian Polnik joins as head of sales support

clock 22 September 2020 • 1 min read

People moves

Cazenove Capital makes two iNED hires

Paul Drechsler and Charlie Porter appointed

clock 14 September 2020 • 1 min read

People moves

Schroders Personal Wealth appoints new CEO

Replaces Peter Hetherington

clock 01 July 2020 • 1 min read

People moves

Charles Stanley hires ex-Brown Shipley CEO to newly created role

Emphasis away from London

clock 29 June 2020 • 1 min read
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