People Moves
PEOPLE MOVES: Close Brothers AM, Credit Suisse, Openwork
CEO steps down from UK advice firm, while banking group makes c-suite changes in Asia
Advice company aims to double in size by 2026
Acquisition strategy will be ‘very carefully managed’ as firm is ‘not looking to become a consolidator’
PEOPLE MOVES: Quilter, Deutsche Bank WM, BMO
Investment firm CIO to retire, as banking giant names vice chairman for APAC wealth management
US in the news: CI Financial buys Chicago advice firm
A round-up of people moves and M&A deals across North America
PEOPLE MOVES: Jupiter, IQ-EQ, Close Brothers AM
UK fund manager hires CIO, as financial services provider names COO