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PEOPLE MOVES: Benchmark Capital, Indosuez WM, Quilter


Schroders subsidiary hires wealth director, while global firm names head of Middle East
Benchmark Capital
The Schroders subsidiary has named Ed Dymott as managing director for wealth.
In the newly created role, he will be responsible for overseeing the financial planning and advice proposition across the group and will lead the firm’s ‘best practice’ network.
Dymott was previously at Aegon, where he served as managing director for transformation, innovation and growth.
Indosuez Wealth Management
Fouad Nicolas Trad will become global head of Middle East at the wealth manager.
He will be based in Dubai and lead the coordination of all wealth management activities in the region. ....

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M&G Wealth takes a page from SJP by launching adviser academy


M&G Wealth takes a page from SJP by launching adviser academy
Comes after SJP announced it had slowed the intake of new academy students last year
M&G Wealth has taken a page from St James’s Place and Schroders Personal Wealth by launching its own adviser academy.
The academy will be part of the firm’s The Advice Partnership (TAP), which recently set out plans to drastically increase the number of advisers in the next few years, following several redundancies at Prudential Financial Planning in November 2020.
M&G Wealth believes the creation of the academy will help attract and retain financial advisers to TAP, which is the company’s self-employed advice business, as well as help them achieve competent adviser status (CAS). ....

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Quilter FA School to offer digital courses, M&G Wealth launches academy


Quilter FA School to offer digital courses, M&G Wealth launches academy
To engage next cohort of advisers
Quilter said the move will enable students to become level 4 qualified in 30 weeks, a change from the previous 47-week programme.
Advice giant Quilter has moved its level 4 training course online while M&G has said it intends to launch its new Adviser Academy this year.
Since January, Quilter Financial Planning s level 4 courses have been moved entirely online to improve access and flexibility for students. The training materials are supported with videos, voice-overs.
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