Vanguard is to open a new office in the Dallas-Fort Worth region in early 2022. In alignment with the firm’s commitment to making advice more accessible and affordable for investors, the new location will be dedicated to supporting all aspects of its growing advice businesses.
Moves & Appointments
Wealthify has made two senior appointments - fintech founder and investment specialist Akshaya Bhargava, who joins the Board as a Non-Executive Director (NED), and Former Virgin Money CIO, Michelle McGrade, who joins Wealthify’s Investment Committee.
Crestbridge has appointed family office professional Karen Clark to support its international strategic growth ambitions.
VG saw a 225 per cent increase in new business during FY20/21 versus the previous year, despite the uncertainty of the last 12 months, and kicked-off its new financial year on 1 May, 2021 with two promotions and a raft of new joiners.
Capital Group, one of the largest and investment companies in the world with assets under management of GBP1.7 trillion, has expanded its UK financial intermediaries team with the addition of Tri Huynh, Managing Director, Financial Intermediaries.
Edinburgh based privately owned investment management firm Aubrey Capital Management has appointed David Neilson as an Investment Manager to work within its private client team.
International family office Stonehage Fleming has appointed Hélie de Cornois as Director and Head of Estate Planning.
ProNvest, a WealthTech company that provides financial wellness and managed account solutions, has appointed Greg Clark and Ross K Brown to focus on business development.
The wealth management arm of Mirabaud Group – an independent wealth and asset management group established in 1819 – has hired Stuart Bates as the new CEO of its UK wealth management branch.
Bowmore Asset Management, part of Bowmore Wealth Group, has appointed Jonathan Webster-Smith as Managing Director and Chief Investment Officer (CIO). Webster-Smith will also join the board of the Bowmore Wealth Group.