Brooks Macdonald
PEOPLE MOVES: UBS, J Safra Sarasin, HSBC
Swiss bank hires CEO from ING Group, while rival names Asia chief executive
PEOPLE MOVES: Waverton IM, Brooks Macdonald, Cazenove Capital
CEO named at investment manager, while wealth firm announces two promotions and a departure
PEOPLE MOVES: DeVere Acuma, Close Brothers, Aviva
General manager joins from FPI, while asset manager names managing director
PEOPLE MOVES: Franklin Templeton, St James’s Place, EFG
CEO change at global asset manager, while former LGIM head of personal investing joins wealth firm
Under half of financial planners outsource investment to DFMs
Advisers pick Brewin Dolphin and Brooks Macdonald as favourite discretionary managers