Two thirds of wealth managers see 20% plus client growth over next three years
Independent research company PureProfile interviewed 100 wealth managers, financial advisers located in UK, Canada, Italy, Netherlands, Germany , Switzerland
Perspective Financial Group acquires two more firms adding AUA £185m
The office count grows to 39 with 530 households coming on board as clients
AHR names Derick Saldanha as compliance head following Titan Wealth acquisition
Saldanha holds qualifications including Chartered Status with CISI and CAMS
People Moves | 30 Aug 24
UK adviser firm Ascot Lloyd names ex-RBC Investor Services’ Francis Jackson as CEO
Jackson takes over from Nigel Stockton, who has led the business since 2015
HSBC CEO global wealth, personal banking steps down amid raft of senior people changes
He will support his successor Hong Kong-based O’Byrne in an advisory capacity