Canaccord Genuity Wealth Management
PEOPLE MOVES: Canaccord Genuity WM, UBS, Quilter
Wealth manager names funds CIO, while banking giant boosts family advisory arm
PEOPLE MOVES: St James’s Place, Schroders PW, Lombard Odier
Managing director steps down from wealth firm, as advice business makes c-suite change
Wealth manager buys UK financial planning company for £164m
Deal also includes a DFM business
PEOPLE MOVES: UBS, Novia Global, Hargreaves Lansdown
Wealth manager hires group CFO, as investment platform names sales director
PEOPLE MOVES: CGWM, AssetCo, Nucleus
Wealth manager hires head of distribution, while AssetCo welcomes a familiar face