IM Asset Management names new CEO

Following the retirement of his predecessor, Richard Pott, Irwin Mitchell's financial planning firm IM Asset Management has appointed established wealth…

18 Mar 2024

Neuberger Berman and Key Wealth set up direct investing service

Key Wealth, KeyCorp's wealth management subsidiary, and employee-owned Neuberger Berman jointly created Neuberger Berman Custom Direct Investing (NB CDI). It is a tax-optimised equities strategy for long-term wealth building for…

18 Mar 2024

Wealth tech Othis unveils wealth management platform

European wealth tech business, Othis, has unveiled its first product on the route to becoming a full-service wealth management firm that serves individuals and families directly. Evgeny Zasorin, co-founder and…

18 Mar 2024

BNP Paribas grows its executive team

Neil Pein is named director and chief executive officer of BNP Paribas leasing solutions, while Isabelle Loc is appointed head of commercial & personal banking in France and a member…

15 Mar 2024

FusionIQ names senior strategic adviser

John Phillips has been appointed as senior strategic adviser by FusionIQ, a cloud-native wealth management solution provider with an integrated digital platform for financial advisers and institutions. Phillips brings a…

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