JH&P to open Edinburgh office
This will be JH&P’s second regional office – former Aberdeen Standard manager Aidan Butler opened the first, in Leeds, last year.
Executive Moves
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DBS to double its hiring of financial planning advisers in 2021
DBS Bank also said that it has seen a steady rise in demand for financial and retirement planning and solutions over the past few years
Liontrust expands Multi-Asset team and removes VAT from Managed Portfolio Service
James Klempster reports to John Husselbee, Head of the Multi-Asset investment team, which has £7.1 billion1 in Assets under Management and Administration (AuMA).
Former 7IM head of wealth management to join James Hambro & Partners
Montgomery to open Edinburgh office
Migros Bank Nabs Marketing Expert From Vontobel
Previously, she worked at Lombard Odier as head marketing private clients Europe and group and at Julius Baer in various leadership roles, most notably as global head marketing management.
Quick Advisors boosts team
Dixon brings with him 16 years of experience in asset management, family office services, and private banking.
Andrea Orcel designated Chief Executive Officer of UniCredit
The committee noted in particular Andrea Orcel's exceptional credentials, strong leadership and deep knowledge of the challenges and opportunities in international financial services.
Rathbones appoints new Non-Executive Directors to Jersey Board
He became Senior Partner, also leading the sale of the fiduciary business and the grouping of KPMG firms in offshore jurisdictions.
Zurich advisor appoints ex-UBP Zurich CEO as partner
The company also said that for its 2021 expansion plan, it is searching for new advisors
Schroders Personal Wealth regional boss joins boutique
Dan Stokoe, head of Schroders Personal Wealth's central and east region, has joined Perspective Financial Group.
Northern Trust Expands Family Office and Private Investment Group
Philip’s appointment reinforces our commitment to serving the growing needs of family offices in the East region.
EQ Investors appoints ex-Brewin analyst as research head
Victoria Hasler takes up the newly created post, leading a team of analysts and playing a pivotal role in portfolio construction.