Brown Shipley promotes client director to head of wealth planning
Rebecca Williams has been with the wealth manager since 2015
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People Moves
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AJ Bell nabs veteran BBC journalist for analyst role
FTSE 250 platform giant has previously poached journos from Money Marketing and the Telegraph for its analyst team
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Former Mobius duo resurfaces at sustainable boutique to build EM strategy
Greg Konieczny and Kunal Desai previously worked at Mark Mobius’s eponymous investment boutique
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Coutts senior investment manager exits after eight years for New Zealand wealth group
Jeremy Ward is heading back to his native country to head up global equity research at Jarden
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Latitude Investment Management adds senior analyst and COO to its ranks
Jacapo di Nardo and James Foster join boutique founded by former Odey fund manager Freddie Lait
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FCA makes string of senior female hires as it looks to move beyond LCF and Connaught scandals
‘Encouraging’ to see the regulator adding more resources but it has a ways to go before restoring consumer trust
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Odey AM swipes second EM manager from Newton for new funds business
Sophia Whitbread reunited with long-time Newton colleague Rob Marshall-Lee who was poached for Brook AM last November
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Fund buyers praise Troy’s succession planning as Francis Brooke hands over fund management reins
Blake Hutchins promoted to lead manager on the Trojan Income fund as Brooke steps aside
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M&G Wealth platform Ascentric announces Richard Denning as CEO
Denning has been interim CEO at the platform since December
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Paris Jordan lands at Waverton after short stint at fund buyer matchmaking service
Former Sanlam analyst joined Murano in October to head up its newly launched investment consulting arm
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Former Woodford IM employees follow fallen star manager to latest venture
Investment analyst, relationship manager and COO of Woodford’s boutique among those returning for his comeback
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Schroders-owned Benchmark Capital appoints managing director of wealth
Ed Dymott joins the advice platform business as it looks to expand into the wealth market