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Brown Shipley promotes client director to head of wealth planning

Brown Shipley promotes client director to head of wealth planning Rebecca Williams has been with the wealth manager since 2015 Brown Shipley has promoted Rebecca Williams to head of wealth planning, effective immediately. Williams (pictured) joined the Quintet private bank in 2015, where she was most recently client director. She is a chartered and certified financial planner, chartered fellow of the securities institute and STEP member Roger Clark, group head of wealth planning at Quintet, sai...
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PEOPLE MOVES: HSBC, Credit Suisse, Affinity Private Wealth

Bank makes triple change in wealth unit, while Swiss group names COO of UK operation HSBC The banking group has made three senior appointments in its wealth and personal banking investment unit. Effective immediately, Willem Sels will be global chief investment officer of private banking and wealth management, while Jan-Marc Fergg will be global head of wealth products, ESG and mutual funds, and Patrick Boumalham takes on the role of global head of ultra-high net worth solutions. Since joining ...
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