Ascot Lloyd has appointed Jaco Cebula to the newly created role of group technology director. His appointment, effective today (4 September), is part of the firm’s ongoing digitalisation strategy to enhance the adviser and end client experience.
Good morning and welcome to your Morning Briefing for Thursday 23 February, 2023. To get this in your inbox every morning click here. Network advantage The advantage of being part of a network is that it can do the heavy lifting on the Consumer Duty for advisers, Setul Mehta says. The Openwork Partnership head of
Large, vertically-integrated investment advisers and private equity-backed (PE) acquirers are the most likely to build and run their own platform within three years, according to NextWealth’s latest platform report.
Lombard Odier Investment Managers Lombard Odier Investment Managers has appointed Dr. Ruben Lubowski as chief carbon and environmental markets strategist. .