Curtis Banks
The self-invested personal pension (Sipp) provider announced Will Self has stepped down as chief executive and an executive director of the group board with immediate effect.
Self has been chief executive since January 2019.
The group is commencing a search process to appoint a new chief executive. In the interim, David Barral, who was appointed to the board in May 2022, will become executive chairman.
Barral was previously chief executive of Aviva UK and Ireland Life.
Malta Financial Services Authority
Chief executive Joseph Gavin will step down from his role at the Maltese regulator later this year.
The MFSA confirmed he has decided to retire early.
Gavin stepped down from his role temporarily in June 2022 for medical reasons – but returned a month later.
The regulator has not stated who will be the next chief executive.
LGT Wealth Management (LGT)
The UK wealth manager has named Phoebe Stone to oversee the newly structured intermediary investment services team.
The firm’s MPS and sustainable MPS investment teams have been realigned to form the newly formed team, focused on managing all advisory specific propositions.
Stone was previously head of sustainable MPS and investment manager at LGT.
Fidelius Group
The independent financial planning firm has hired Neil Buckland as head of commercial.
At Fidelius, Buckland will be responsible for driving organic growth through the sales teams of the four business propositions: wealth management, employee benefits, corporate wealth and mortgages.
Prior to joining Fidelius, he was head of sales at Octopus Investments.
Buckland replaces Duncan McKillop, who is promoted to director of corporate development.
McKillop will be responsible for driving an acquisition proposition for Fidelius. He will also remain actively involved in the development of Fidelius’ existing relationship with Azets Financial Planning and will maintain a focus on developing further opportunities.
Evelyn Partners
The wealth management and professional services group has named Charlotte Davies as general counsel.
Davies will join Evelyn Partners on 1 September, taking on the role from Nicola Mitford-Slade who will be retiring after a handover period.
She was previously at Provident Financial Group, where she has been general counsel and company secretary since April 2019.
In other news, Austin Flood has joined the firm as a financial planner in its Guildford office.
Flood joins Evelyn Partners from Bespoke Independent Financial Advisers, where he has spent the past four years working as a financial adviser.
Lowes Financial Management
The UK advice firm has promoted Michael Stowe as wealth manager.
He will be involved in developing his relationships with current and new clients, working from both the Newcastle and Middlesbrough offices.
Stowe was previously an independent financial controller, paraplanner and senior pension technician at the firm.
Latitude Investment Management
The London-based boutique investment firm has hired Mike Totton as a senior analyst.
He joins from Liontrust Asset Management. Prior to this, he spent nine years at Majedie Asset Management where he was a portfolio manager and analyst within the UK equity teams.
Totton will work across both the multi-asset Latitude Horizon Fund and the Latitude Global Fund.
Stonehage Fleming
The family office has appointed Dena Brumpton and Michael Solomon to the group board.
Brumpton is the former chief executive of Barclays’ Savings, Investments and Wealth Management division and sat on Barclays’ UK executive committee.
Solomon joined the group board in April, following the completion of Stonehage Fleming’s acquisition of Maitland’s private client services business.
