Steven Woolley steps away from Ninety One portfolio management
Woolley to continue on with firm as head of research for value team
Executive Moves
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Orion Completes Acquisition of Summit Wealth Systems, Welcomes Reed Colley as President of Orion Advisor Technology
The definitive agreement was announced December 19, 2024, and further transaction details will not be disclosed.
JTC Appoints Independent Non-Executive Director
Dawn Marriott brings a blend of expertise in business growth, operations, and governance.
Michael Bishop joins Hawksmoor as Managing Director
He then moved to WH Ireland plc, an AIM-listed business offering broking and wealth management services, where he was Head of Wealth Management.
Former teacher amongst promotions announced by Saffery Trust
The news marks the sixth promotion for Simon since joining Saffery Trust in an entry-level position 10 years ago.
Sarah Soar to depart Hawksmoor parent company
Michael Bishop to become managing director of investment management
HL eyes ex-SkyBet CEO as new chair – reports
The consortium acquiring Hargreaves wants Richard Flint to replace Alison Platt as chair, according to Sky.
Haitong International Securities recruits ex-Guotai Junan exec for wealth lead
Jaclyn Kaur has been recruited as Haitong International Securities' head of private wealth management.
Citigroup joins US lenders in exiting Net-Zero Banking Alliance
Financial firms, historically criticized for their connections to the fossil fuel industry, have made efforts to incorporate net-zero standards more prominently into their operations.
DBS Appoints CEO of India Banking Unit
He will also join DBS’ group management committee.
Klay Welcomes Ravinder Singh as Managing Director – Wealth Management
Ravinder Singh will oversee expansion of Klay's wealth management operations, focusing on large domestic clients, family offices and NRI clients offering tailored solutions for their investment needs in India and for their global investments.
The Banker No One Saw Coming
A co-leadership between interim CEO Nic Dreckmann and CFO Evie Kostakis was also prematurely deemed a done deal.