Executive Moves Archives - Page 654 of 922

Wealth manager’s Newcastle office grows financial planning team

November 19, 2021

Brewin Dolphin’s Newcastle financial planning team has grown, with Sam the third addition in as many months, as the office sees a rising demand for financial advice.

Executive Moves

IWP shakes up management team with double hire

November 19, 2021

National advice firm Independent Wealth Planners has hired a managing director and a marketing director, both newly created roles at the business.

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Latest moves take headcount at Brewin Dolphin's Glasgow office to record high

November 19, 2021

Wealth management firm Brewin Dolphin has expanded its Glasgow team with 14 appointments and promotions across its financial planning and investment divisions.

Executive Moves

Mercer Boosts Regional Wealth Capabilities

November 18, 2021

In her new role, she will be is responsible for leading the strategic expansion of the proposition and driving growth for Mercer FundWatch in established markets like Singapore and Hong Kong, as well as in new markets such as Taiwan.

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BNY Mellon taps Natixis for head of European distribution

November 18, 2021

Shafer will also chair the firm’s Emea distribution executive committee.

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Close Brothers AM CEO steps down

November 18, 2021

Martin has been with CBAM for sixteen years, the last thirteen of which as Chief Executive.

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SZKB appoints head of private banking

November 18, 2021

SZKB private banking manager pursued internal leadership program.

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HSBC's Regional Wealth Head Takes on New Role

November 18, 2021

«[The appointment] provides a solid foundation to continue to transform and exponentially grow our insurance franchise as we aim to scale up our wealth capabilities globally, particularly in the Greater Bay Area, mainland China, ASEAN and India,&

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