Walker Crips
PEOPLE MOVES: Zurich, Walker Crips, Close Brothers
Insurance group hires chief risk officer, while UK wealth firm makes double c-suite change
PEOPLE MOVES: UBS, Seven Investment Management, Natixis IM
Swiss bank names successor to co-president of global WM, as UK investment manager makes c-suite hire
Walker Crips stays loyal to Woodford despite bad run
The managers of the Walker Crips managed portfolio range are sticking with Neil Woodford despite an extremely tough few months for the star manager.
PEOPLE MOVES: Zurich, Aberdeen Standard, Walker Crips
Zurich’s group chief risk officer is to retire next year, with her replacement already identified. One of the insurer’s chief underwriting officers has also confirmed his departure. Aberdeen Standard Investments has named a general manager and senior representative in China, while Walker Crips has confirmed a raft of senior changes as its chief executive plans his retirement.
Tax & Regulation | 5 Apr 17
UK’s Lifetime Isa may help advisers in retirement planning
The new Lifetime Isa (Lisa) could prove a useful tool for financial advisers when retirement planning, according to Ollie Smyth of UK-based IFA firm Walker Crips Wealth Management.