CISI
PEOPLE MOVES: CISI, Quilter, Barclays
Trade body names CEO, while head of acquisitions leaves wealth manager
PEOPLE MOVES: Janus Henderson, Hansard, Hawksford
Asset manager names CEO, as insurance group hires head of sales
PEOPLE MOVES: CISI, Charles Stanley, Lombard Odier
CEO steps down from professional body, as wealth manager makes c-suite change
PEOPLE MOVES: UBS, Novia Global, Hargreaves Lansdown
Wealth manager hires group CFO, as investment platform names sales director
Best Practice | 24 Nov 21
Stressed clients benefit from ‘therapeutic’ financial advice
HSBC Life discovers an ‘intrinsic link’ between financial planning and improved mental and physical health