Companies
Evelyn Partners hires Brooks Macdonald’s Edward Park
Park to become chief asset management officer
Schroders Personal Wealth to launch own platform this summer
SPW will also roll out an app for clients in the second quarter
Brooks Macdonald splits CIO role to succeed Park
Head of research Richard Larner and senior portfolio director Michael Toolan step up to the joint role
Best Practice | 31 Jan 24
Advisers have rich opportunity to treat investors more like humans, not robots
Oxford Risk’s Greg Davies says advisers could benefit from enriching their understanding of investors’ personalities and behaviours
Progeny seals another deal as it buys Chartered Wealth Management
Firm has offices in Manchester and London