Maven Wealth Management (Maven), the Welsh regional hub of independent financial planners and wealth managers Independent Wealth Planners (IWP), has appointed Gareth Tregidon as head of financial planning.
Moves & Appointments
Advisor Group, a network of independent US wealth management firms, has announced the enterprise-wide rollout of two new programmess for enhancing growth for its affiliated financial advisors – with an emphasis on advisory business – as part of the firm’s fifth annual Wealth Management Symposium (WMS).
Dr James Cooke has been appointed to the Board of Ashburton (Jersey) Limited, as Director of Investments for Ashburton Investments (International). This latest appointment follows Cooke’s recent promotion to Head of Global Equities.
Quilter Cheviot has appointed Jamie Maddock as an equity research analyst as it further strengthens its in-house research capabilities.
The Coury Firm, a privately-held multi-family office and strategic business advisory platform serving select ultra-high-net worth individuals, families, and their business interests, has expanded its leadership team to focus on significant growth opportunities ahead.
Wealth management and professional services group Tilney Smith & Williamson is continuing to recruit new talent during the Covid-19 crisis. The latest addition is Rob Bickerstaffe who joins the business development team as Business Development Manager.
The Fry Group, the international tax, financial and estate planning firm, has announced two leadership changes following continued growth and successful expansion.
SVM Asset Management, an Edinburgh investment boutique, has appointed Kevin McFarlane as Sales Manager to help develop the company’s growth strategy.
RealBlocks, an alternative investments platform that enables global distribution capabilities for fund managers, has appointed Michael Hanus, CFA as the firm’s new Senior Managing Director of Distribution.
RF Capital Group has appointed Dean Manjuris to the newly created position of Vice-Chair for its wholly owned subsidiary, Richardson Wealth Limited (Richardson Wealth). Manjuris will join the company effective 3 May, 2021.