Investment | 23 Jul 24
7IM unveils platform upgrades, including advice fees on regular platform contributions
Other additions include portfolio drift reports for advisers who use DFM model portfolios on 7IM’s platform
Lennertz & Co names Achim Uebele as head of family office in Hamburg
He began his career at a former subsidiary of Commerzbank, and then moved to UBS Switzerland’s wealth management in Zurich
People Moves | 18 Jul 24
Sparrows Capital hires Arnie Millington to oversee tailored MPS
Millington joins the firm from Seven Investment Management (7IM)
Investment | 15 Jul 24
Invesco makes four promotions to UK distribution team
The promotions are aimed at supporting its strategic priorities and driving growth across key client segments
Financial planning | 15 Jul 24
Evelyn Partners names Charlotte Platts to drive financial planning growth in three UK regions
Platts joins from Nationwide Building Society where, as director of financial planning, she led a team of 330