Corporate Strategy

Maseco Private Wealth has relocated its office to the redeveloped Kodak Building on London’s Kingsway.

Vermeer Partners has appointed Rob Hodgson as a financial planning director within Vermeer Financial Planning.

The chief investment officer (CIO) for Citi Wealth, David Bailin, will leave the firm on 15 May after 15 years to "pursue a new opportunity", according to both him and the firm

Investment platform Third Financial has partnered with wealth manager Mountstone Partners to boost the latter's tech capabilities.

Wealth manager MKC Wealth has appointed Dan Cowland as chief financial officer.

Wealth manager Sarasin & Partners has promoted Subitha Subramaniam to head of investment strategy.

Swiss private bank Julius Baer has expanded its Singapore presence with the opening of a new office, encompassing over 75,000 square feet.

Titanbay, a European private markets investment platform for private banks and wealth managers, has appointed Ossama Soliman as chief executive.

ESG-focused wealth tech Etcho has added Steve Sokić as an adviser to its board.

Adam & Co is arguably one of the best-known brands in Scottish wealth management, having been operating in the country for over 40 years. For this reason, Canaccord Genuity Wealth Management UK (CGWM) has decided to keep the brand despite acquiring its investment management business in 2021.