Multi-manager trailblazer Gary Potter retires from fund management
BMO multi-manager boss to step back from frontline duties after 40 years in the industry
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People Moves
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CBAM nabs Brown Shipley private client director for Manchester office
The wealth manager has also refurbished its Mosley Street office
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Matthew Beesley exits Artemis to become Jupiter CIO
Stephen Pearson’s replacement had only been at Artemis since April 2020
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Federated Hermes adds latest building block to EM team with hire from Lego
Olivia Lankester started her investment career at F&C Asset Management
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Tilney Smith & Williamson takes on team of five as part of adviser retirement scheme
Explore Wealth Management advisers and clients will become part of the Newcastle office
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Former UBS wealth planning head joins KPMG partnership
Shelley Doorey-Williams is part of a double appointment in the wealth and asset management practice
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Waverton swipes new head of wealth planning from Cazenove
The DFM unveiled its new wealth arm in September
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Baillie Gifford trust adds two female directors after shareholder dissent
Journalist Meryn Somerset-Webb is due to step down from the board next year
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M&G Wealth nabs Brown Shipley woman to become first CIO
M&G launched its wealth arm just over a year ago after its acquisition of Ascentric
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SJP adds non-executive director following Helena Morrissey’s departure
Morrissey left FTSE 100 wealth manager after brief stint to chair AJ Bell
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Time Investments nabs strategic partnerships hire from LGT Vestra
Victoria Barber will work with wealth management partners to distribute real assets products
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Orbis non-exec tarnished by bullying scandal steps back
Imran Gulamhuseinwala had joined the fund house’s board less than a year ago