Buckingham Strategic Wealth's (Buckingham) President Wendy Hartman has been named to the Board of the National Association of Personal Financial Advisors (NAPFA). A NAPFA member since 2017, Hartman currently serves on its Midwest regional board.
Moves & Appointments
Veris Wealth Partners, an impact wealth management firm with approximately USD1.5 billion in AUM, has appointed two new Partners, General Counsel Richard Chen and Chief Operating Officer, Stephanie Cohn Rupp.
Applewood Independent has appointed Alex Pritchard as joint managing director (MD).
PIMCOn has appointed Gregory Hall, Managing Director and Head of Private Strategies, as its new Head of US Global Wealth Management. Hall is based in PIMCO’s New York office and reports to Emmanuel Roman, PIMCO’s Chief Executive Officer.
UBS Private Wealth Management (PWM) has appointed private wealth advisers John Hanley, Colin McKay and Michael Francis. The team collectively manages over USD3 billion in client assets.
Independent Wealth Planners UK (IWP UK) has appointed Gemma Godfrey as Non-Executive Director overseeing investment management and consumer insight.
Liverpool-based investment management and stockbroking firm, Blankstone Sington, has unveiled the new team which will manage its Inheritance Tax Service.
Stellar Asset Management strengthens AIM service through senior hires and bringing fund management in-house
Stellar Asset Management, an inheritance tax and estate planning specialist asset manager, has expanded its AIM service. As part of the expansion, Stellar has appointed fund manager Stephen English as its inaugural in-house AIM fund manager, hired AIM portfolio manager Phil Kirwan and established its first office outside of London.
Two members of Ogier's Private Wealth team in Guernsey, Alice Bricogne and Chris Hards, have been promoted, to Counsel and Managing Associate respectively.
AHR Private Wealth has appointed Iain Ramsey as its new global Chief Investment Officer. Ramsey joins AHR Private Wealth with a strong technical ability and a proven track record in improving portfolio efficiency.