United Kingdom
PEOPLE MOVES: Heartwood WM, Saunderson House, HSBC
Wealth manager appoints CEO as it rebrands, while advice firm names head of financial planning
UK and US firms merge to create $24bn global wealth manager
Deal will expand the combined company’s geographic footprint across Europe and the States
UK life insurer eyes sale of European business
It has received ‘interest from third parties’ and is looking at its options
Advice network snapped up out of administration by rival firm
It was forced to fold due to ‘continued weakness in investment markets’ and ‘ever-mounting’ PI costs
Best Practice | 23 Nov 20
From professional footballer to financial adviser
Ex-Manchester United player says firms need to realise sports people are ‘all-rounded individuals’