People moves

What financial advisers really want in a job offer

Career opportunities are being spurned, despite the lure of big-money bonuses Despite offers of increasingly large pay packets and bonus incentives, advisers are frequently turning away from job opportunities where the company will not make sure the culture fits their need, according to a new white paper. Alex Russon, managing consultant at Heat Recruitment, which […]

2

Rathbones loses sixth director to Close Bros in 18 months

Close Brothers Asset Management has hired its sixth director from Rathbones in 18 months, appointing investment director Andrew Hess to manage its bespoke service for high net worth clients. Hess (pictured) was at Rathbones for 18 years before becoming a managing director to CBAM’s bespoke investment management service. He has worked over 30 years in […]

People in front of a bright keyhole opening

Openwork ups recruitment focus as sales head gets new role

Advice network Openwork is looking to focus more on adviser recruitment and its academy programme as it reassigns its protection sales head Claire Limon into a new role. Limon will become head of recruitment and development at Openwork, moving across from her role as head of national sales at Owl Financial, Openwork’s protection-only business. Limon, […]

1

Adviser trade body reshuffles board members

Adviser and wealth manager trade body Pimfa has reshuffled its top team as three board members come to the end of their terms. The departing board members are Rathbones head of client service and proposition David Howard, ex-Schroders global head of wealth management Andrew Ross, and former executive chairman of Scottish wealth manager Speirs & […]

Basi

Orphan client accumulator meets high demand with new hire

London-based Onvestor, the appointed representative of IFA Basi & Basi, has appointed account manager Darren Fletcher to meet what the company describes as ‘unprecedented’ demand. Onvestor provides a restricted advice service via Skype for clients not considered viable for ongoing advice from an IFA. Fletcher has over eight years’ experience in financial services. He previously […]

Outgoing FCA chair to head up debt charity

John Griffith-Jones, former chair of the FCA, has become chair of Step Change Debt Charity. Griffith-Jones (pictured) was chair of the regulator and its subsidiary the Payment Systems Regulator between 2013 and 2018 and has also been chief executive, chairman and senior partner of KPMG. He replaces Sir Hector Sants who left Step Change Debt […]

Business-Handshake-General-Hire-Appointment-700x450.jpg

Chase de Vere appoints new corporate adviser team head

Chase de Vere has promoted Stewart Speirs to the newly created role of corporate senior manager. He will be responsible for managing Chase de Vere’s team of 17 corporate advisers based around the UK. This team provides workplace financial education, business protection advice and employee benefits consultancy for employers. Speirs joined Chase de Vere in […]

Low angle view of the main facades of the Bank of England and London Stock Exchange and the London Troops memorial at Bank Junction in the City of London. London.
1

Treasury appoints ex-Virgin Money chief to Bank of England committee

Former Virgin Money chief executive Jayne-Anne Gadhia has been appointed to serve on the Bank of England’s financial policy committee. Gadhia replaces vice-chair of media company RTL Group  Martin Taylor and starts her role in time for the committee’s second quarter round of meetings this year. She will serve on the committee with current Banking […]

Budd, Hoskin and more great speakers added to Money Marketing Interactive

Money Marketing’s flagship conference, Money Marketing Interactive, has added even more brilliant names to its London date. For an in-depth look into consolidation, Former Ovation managing director Chris Budd will be taking to the stage to talk about how he was able to sell his advice firm to his own staff, while Almary Green’s Carl […]

2

Vitality bolsters top team as investment arm prepares for D2C launch

Vitality has bolstered the leadership team for its investment arm as it plans to take the proposition direct-to-consumer later this year. The shake-up sees a number of senior managers appointed to focus their efforts on the recently-launched Vitality Invest business, including the delivery of a fortcoming direct-to-consumer channel. Vitality Life’s managing director of sales and […]

1

Tilney adds £340m in assets with second year-end acquisition

Vertically-integrated national Tilney has acquired the wealth management business of accountants Moore Stephens. Tilney, which operates both financial planning and investment management services, will take on 11 new staff and £340m in assets through a business transfer agreement with Moore Stephens. The deal is the second the firm has signed around Christmas, having also announced […]