Charles Stanley
PEOPLE MOVES: Guardian Wealth Management, Banque Havilland, Syz AM
Middle East departure at Guardian Wealth and chief executive changes at Banque Havilland and Syz
Charles Stanley shifts platform fees up closer to Hargreaves
D2C investment platform had been considered one of the industry’s cheaper offerings
Charles Stanley Direct ditches Woodford from buy list
Charles Stanley Direct has booted Woodford Equity Income from its preferred funds list on concerns about its exposure to early stage companies.
PEOPLE MOVES: AJ Bell, Charles Stanley, Intertrust
AJ Bell has brought in a legal ringer ahead of its initial public offering, Charles Stanley has bolstered its Edinburgh office with three ex-Tilney people and Intertrust has appointed a director to support clients who need to defer bonus payments.
PEOPLE MOVES: S Africa taxman, Fidelity Int’l, Charles Stanley
Allegations of money laundering and corruption have brought down the chief of the South Africa Revenue Services’ business and individual tax division. Senior changes at Fidelity International put a new face in charge of its continental European business, while Charles Stanley is targeting improved intermediary relationships with two hires.