Brewin Dolphin
PEOPLE MOVES: Zurich, Lloyds Banking Group, Schroders
UBS Group COO joins board of insurance giant, as bank names protection director
People Moves: Julius Baer, Credit Suisse, Manulife
Private bank bolsters Hispanic America team, while rival doubles down on its ESG strategy
PEOPLE MOVES: HSBC Life, EFG International, Brown Shipley
Insurer makes c-suite changes, while Swiss private bank names head of continental Europe and Middle East
PEOPLE MOVES: Heartwood WM, Saunderson House, HSBC
Wealth manager appoints CEO as it rebrands, while advice firm names head of financial planning
Life insurer partners with UK wealth manager
As it rolls out 14 multi-asset funds available to financial advisers