Elston Consulting has announced the launch of five inflation-adapted portfolios available for licensing. Celebrating its 10-year anniversary, Elston is also expanding the business with the addition of two senior professionals to the team.
Micro-investing platform Wombat has appointed Jeremy Larsson as Chief Revenue Officer and Head of Partnerships as the business seeks to accelerate its growth plans following the close of its Series A funding round in August.
Independent wealth management firm Stanhope Capital Group has announced what it describes as an important step in the development of its activities in Switzerland.
Progeny has appointed Stewart Cape, formerly of KPMG, to the newly-created role of Head of Corporate Development.
Global investor services group IQ-EQ has promoted Guernsey-based Alasdair McLaren to the newly created position of Regional Head of Private Wealth for the UK, Ireland and Crown Dependencies.
Wealth Club, the UK’s largest broker for wealthy and sophisticated clients, has announced the appointment of Charlie Huggins as Head of Equities. The firm writes that in his role Huggins will be responsible for the roll out of a discretionary share portfolio service, which is due to launch at the end of 2022.
Global investor services group IQ-EQ, an Astorg portfolio company, has announced that two of its French businesses, Peru & Partners and Conseil Expertise & Synthèse (CE&S), have today rebranded as IQ-EQ.
The firm writes that this rebranding marks a major milestone in the group’s growth journey within the buoyant French market.
Emma Crabtree has joined the investor services firm, IQ-EQ, as Group Chief Commercial Officer, following a year which has seen major growth, the firm writes.
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.
Independent Wealth Planners (IWP), a nationwide group of independent financial advisers, has strengthened its senior management team with two new appointments.