Kingswood Holdings Limited, an international wealth and investment management company, has appointed three Business Development Managers.
Moves & Appointments
Advisor Group, a network of independent wealth management firms, has expanded the rollout of its enhanced Unified Managed Accounts (UMA) platform, making it available to all financial professionals affiliated with Advisor Group network firms.
Following a successful two years which saw assets increase by 400 per cent, Copia Capital Management has appointed Robert Vaudry in the new position of Managing Director, reporting into Novia CEO Bill Vasilieff.
Wealthtech Pascal Financial has appointed Howard Atkinson as Chief Business Officer.
Rathbones, one of the UK’s leading providers of investment management services for individuals, charities and professional advisers, has appointed Peter Hooker as a DFM specialist within Rathbones’ distribution team.
Barclays Private Bank has strengthened its Senior Leadership team with the appointments of Effie Datson as Global Head of Family Office and Melanie Aimer as Global Head of Client Experience.
Close Brothers Asset Management (CBAM) has appointed Helen Gerrard and Nick Jackson as Managing Directors to further support the expansion of its investment management service for high net worth clients in the North West.
Interactive investor (ii), the UK’s second largest direct to consumer investment platform, has appointed Libby Jones and Anna Clifford as Chief People Officer and Head of Talent, respectively.
Brooks Macdonald has bolstered its senior team with three new appointments – Stewart Sanderson, Lynsey Cross and Chris Bishun.
Wealth and investment group Kingswood Holdings Limited has added David Hudd to the firm's executive team as Legal Consultant.