Quantum Advisory, an independent financial services consultancy, has appointed Paul Francis as Principal Investment Consultant within the firm’s investment advisory practice. Francis will be based in the London office.
Moves & Appointments
additiv, a SaaS provider to the wealth management industry, has opened a new European head office in Frankfurt, Germany.
Investec Wealth & Investment has appointed Leigh Yeaman as Divisional Director and Head of the Belfast Office. She takes over from Samuel Brown, following his retirement in September 2020.
Gian Kull has been appointed to the role of head of special situations and uncorrelated strategies at SYZ Capital, the SYZ Group’s centre of excellence for alternatives.
Newcastle upon Tyne-based financial and technology services company, True Potential, has grown its team with 58 new hires joining the firm during the coronavirus lockdown.
Whitman Asset Management Limited (Whitman) has launched a new Private Client Investment Management division, which will offer clients a traditional multi-asset portfolio management service, focusing on individual client objectives and active management.
Advisor Group and Sagepoint Financial welcome two Oregon financial professionals with USD365m in client assets
Advisor Group, a network of independent wealth management firms, and network member firm SagePoint Financial today have recruited two independent financial professionals based in Oregon who share an office headquarters with a total of USD365 million in client assets.
Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, has appointed Amanda Rice as a senior portfolio manager based in its Radnor office.
additiv, an SaaS provider to the wealth management industry, has appointed Pieter Zylstra, former Regional Director Digital Transformation executive at Orange Business Services (Middle East & Africa).
GAM Investments has appointed Rob Bailey as Head of UK Wholesale Distribution. Bailey will report to Global Head of Distribution Jeremy Roberts and will join the firm on 12 October