UBS wealth and AM heads exit amid executive shake-up
Trio promoted as Ulrich Koerner and Martin Blessing depart
People Moves
-
-
Aegon appoints Aviva’s ‘battle-hardened’ platform boss
Tim Orton left Aviva in January 2019 following the platform’s ‘disastrous migration’
-
Walker Crips poaches boutique boss for investment team
Rachel Blythe helped set up Progeny Asset Management in 2016
-
7IM nabs Lloyds man for growth push
DFM has been hit by rising costs and slew of senior departures
-
Close Brothers raids Brewin for HNW team
Wealth group expands to new West End office
-
Willis Owen promotes Adrian Lowcock
Platform makes double appointment to its executive committee
-
Tatton restructures investment team as it eyes future growth
DFM makes a double hire and two promotions
-
Ex-Ofgem boss joins WH Ireland board
Alistair Buchanan becomes NED of another firm undergoing major restructure
-
Hargreaves loses proposition manager to Schroders Personal Wealth
Financial advice business makes double appointment
-
RWC European equities manager departs
Edward Rumble leaves less than two years after joining as part of Pensato acquisition
-
Fundsmith targets advisers with Franklin Templeton hire
Terry Smith describes fast growth among IFA sales
-
Premier’s Paul Smith steps down from three funds
Leaves firm after 14 years for personal reasons
