CII
PEOPLE MOVES: Nucleus, J Safra Sarasin, JO Hambro
Nucleus has appointed a successor to chairman Paul Bradshaw who died in January. J Safra Sarasin is targeting ultra-high net worths in Asia with a new division and managing director, while JO Hambro Capital Management prepares to bid farewell to an investment management veteran.
Best Practice | 1 Mar 17
Chartered institutes unite to boost financial services sector
Three financial services institutes have launched the Chartered Body Alliance to help consumers recognise the benefits of engaging with qualified professionals.
People Moves | 5 Jan 17
PEOPLE MOVES: Aegon, ATS, CII, Zedra, Lombard Odier
Aegon announces the departure of its UK platform czar following its buyout of Cofunds as Alliance Trust Savings hires an ex-Prudential consultant to the newly-created role of chief operating officer. Zedra appoints a new head of its London office, while on a more tragic note Columbia Threadneedle confirms the death of global equities manager Stephen Thornber.
Best Practice | 5 Dec 16
Youngest ever financial adviser gains fellowship with UK’s PFS
The UK’s Personal Finance Society has named a London-based 22-year-old financial adviser as its youngest ever to obtain one of its fellowships.
Best Practice | 22 Nov 16
Old Mutual Wealth and CII launch adviser academy
Old Mutual Wealth has partnered with the Chartered Insurance Institute (CII) to launch an Investment Academy, designed to help advisers meet new CII criteria.