Canaccord Genuity Wealth Management
PEOPLE MOVES: Canaccord Genuity, Julius Baer, Investec AM
Promotions at CGWM and changes at the top for Julius Baer’s Italian business
Canadian firm splashes out £28m on UK wealth manager
Also Quilter acquires financial adviser in administration for an undisclosed sum
PEOPLE MOVES: Standard Life Aberdeen, Julius Baer, Merian
CEO structure change at UK investment firm, as wealth manager bolsters Latin America offering
One fifth of UK millionaires over 45 will not hand down wealth
Canada Life’s survey highlights people need to have ‘frank and honest’ inheritance conversations
PEOPLE MOVES: Canaccord Genuity WM, Octopus, Kingswood
CGWM bolsters its Singapore operation with Friends Provident International hire