Succession Holdings Jersey Ltd, one of the UK’s largest independent wealth management and financial planning groups, has appointed Patrick Gale to the position of Non-Executive Chairman.  

additiv, a global SaaS provider to the wealth management industry, has opened a new office in Dubai and appointed a Managing Director for UAE, as it looks to expand its footprint in the Middle East.

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. 

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, 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.