Displaying items by tag: people moves
Barnett Waddingham adds SIPP propositions lead from XPS
Barnett Waddingham (BW) has appointed Nick Cooper as its new head of propositions for SIPP.
FCA appoints 3 new statutory panel chairs
The FCA has appointed three new chairs for its statutory panels.
Westbridge adds three after Rowanmoor SSAS acquisition
SSAS firm Westbridge Group has added three new hires following the announcement of its acquisition of failed pension firm Rowanmoor’s SSAS business.
CISI appoints new Manchester President
Tricia Lucey, business and compliance manager at Luna Investment Management, has been appointed as the new President of the Chartered Institute for Securities & Investment Manchester and North West district branch committee.
Dunstan Thomas founder takes senior role in Curtis Banks
Dunstan Thomas founder and CEO Chris Read has taken the role of chief growth officer at parent company Curtis Banks Group.
CISI appoints regulation exec as new CEO
The Chartered Institute for Securities & Investment, the professional body for Certified Financial Planners and other finance professionals, has appointed Tracy Vegro, a director at the Solicitors’ Regulation Authority, as its news chief executive.
Former Embark CEO joins Fintel board
Phil Smith, founder and former group CEO of Embark, has been appointed as a non-executive director at fintech and support services firm Fintel.
Westerby adds to senior team
Leicester-based SIPP and SSAS provider Westerby The Pension Specialist has appointed Zachary Gallagher as technical consultant.
Curtis Banks hires exec for SSAS unit growth
SIPP provider Curtis Banks has appointed Jessica Tiley as manager of its expanding small self administered schemes business.
Mattioli Woods chairman transition delayed
Wealth manager and SIPP provider Mattioli Woods has faced delays to the appointment of David Kiddie as its new chairman.