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  • Pension specialist joins Acumen in post-investment expansion

    Pension-specialist John Cummings has joined Acumen Financial as an Independent Financial Adviser as part of the firm’s expansion following securing a new investor.

  • Amber River adds new CFO from Schroders

    Financial Planning firm Amber River has appointed Rick Lowe as chief financial officer as it strengthens its leadership team following its acquisition by US private equity firm Stone Point Capital.

  • Nine Edge Wealth boosts headcount by a third

    Financial Planner Nine Edge Wealth has increased its headcount from 25 to 34 (36%) in the third quarter following a recruitment drive.

  • @SIPP adds industry veteran from Talbot & Muir

    Off-platform SIPP and SSAS provider @SIPP has appointed Helen Carr as business development manager.

  • WBR restructures board following acquisitions

    SSAS administrator and tax adviser WBR Group has reshuffled its board following a series of acquisitions.

  • FNZ CEO exits after 2yrs at helm of troubled platform engine

    Blythe Masters, group CEO of FNZ is to leave the platform engine after just two years at the helm.

  • Aberdeen adds former insurance exec as new Chair

    Aberdeen has appointed Torbjörn Magnusson as chair-designate and non-executive director following the departure of Sir Douglas Flint.

  • Standard Life looks internally for workplace and intermediary MD

    Standard Life has appointed Emma Furlonger as managing director of its workplace and retail intermediary business.

  • Mattioli Woods adds new digital lead from Investec

    Wealth manager Mattioli Woods has hired Sheelagh Bailey as chief information officer.

  • Planner fintech EV promotes former trainee as new CEO

    Financial Planning fintech EV has appointed former managing director Chet Velani as its new CEO.

  • Former FNZ client director joins One Four Nine

    Lucy Bristow has been appointed chief operating office of national Financial Planning firm One Four Nine Group.

  • New go-between for SJP partners and investment team

    Chris Teschmacher has been appointed director of the CIO Office at wealth manager St James’s Place, serving as a link between the wealth manager’s investment team and its adviser partners.

  • Isio adds new CEO from PE-backed AI adviser

    Wealth management firm Isio has appointed Dan Thomas to be its new CEO from 1 September.

  • Alliance adds Chartered Planner to board

    The Consumer Duty Alliance has appointed Chartered Financial Planner Jane Hodges to its board.

  • Former pensions minister joins fintech board

    Former Pensions Minister Guy Opperman has joined the board of pension tracing fintech Raindrop as a non-executive director.

  • Cooper Parry sets sights on Midlands growth with senior hires

    Financial Planner Cooper Parry Wealth has made two senior appointments to strengthen its presence in Birmingham and across the Midlands.

  • FCA adds new Nordic AI specialist as COO

    The FCA has appointed Johan Sekora as chief operating officer from the start of June.

  • Darvill joins SeaBridge after 30yrs at Talbot and Muir

    Paul Darvill is to join pension administrator SeaBridge SSAS as head of technical after over 30 years at SIPP and SSAS administrator Talbot and Muir.

  • Brooks hires former Barclays wealth head as new CIO

    Wealth manager and Financial Planner Brooks Macdonald has appointed Will Hobbs as chief investment officer from 7 April.

  • Former Jupiter fund manager joins Thomson Tyndall

    Ben Surtees, a former fund manager at Jupiter Asset Management, has joined Westminster-based IFA firm Thomson Tyndall.

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