Broadstone Group, one of the UK’s leading employee benefits and pensions consulting businesses, has acquired PwC’s private client and treasury investment consulting team as it continues to grow its investment consulting practice.
Moves & Appointments
Independent Wealth Planners (IWP), a nationwide group of independent financial advisers, has strengthened its senior management team with two new appointments.
Laura Harper has joined law firm Kingsley Napley's Private Client team as a Partner, with effect from 1s July 2021.
Family lawyer Jay Patel has joined Lawrence Stephens as Director of the firm’s newly established Family department.
Capital Generation Partners (CapGen) has appointed Dipankar Shewaram as Investment Director. Shewaram was a Partner at BlueBay Asset Management, and oversaw USD25 billion of assets at Western Asset Management.
Quilter has appointed Chris Samuel as an independent non-executive director, with effect from 1 July 2021.
AdvisorPeak has appointed Mark Hollingsworth as Chief Strategy Officer. In the newly created senior management role, Hollingsworth brings over 35 years of experience in investment management and financial services to a leadership team that has successfully introduced and scaled multiple technologies in the wealth management industry. He also joins the company’s board of directors.
The Global Returns Project, an initiative working with financial institutions to fund not-for-profit climate solutions, has announced new team members bringing significant expertise in the fields of financial services and climate science.
Multrees Investor Services (Multrees) has appointed Elaine Clements to its Board of Directors. Clements joins the existing Board alongside recently appointed Chairman David Nicol, Ausaf Abbas, Chris Fisher and Clive Stelfox.
BNY Mellon Wealth Management has appointed Crystal Thompkins as Head of Philanthropic Solutions.