Tilney Smith & Williamson
Best Practice | 13 Oct 21
UK wealth manager partners with real estate trade body
To provide members with financial planning, investment management and tax planning services
PEOPLE MOVES: Utmost, Morgan Stanley, Tilney Smith & Williamson
Insurer makes board changes, while US giant names head of global centres in India
UK wealth manager unveils succession programme for advisers
It wants to ‘explore’ bringing IFA client books to the firm
People Moves: CII, STM Group, Brown Shipley
Professional body confirms CEO’s departure date, while financial services group names CFO successor
PEOPLE MOVES: Lombard Odier, Aviva, Marlborough
Wealth firm names managing director of Italian private banking, as insurer makes c-suite changes