The London-based Chartered Institute for Securities & Investment has partnered with Saudi Arabia’s oldest national university, King Faisal University, to offer a range of international qualifications aimed at encouraging more students to enter the financial services professions.
Read more ...CISI partners with Saudi Arabia university for new courses
- Thursday, 29 November 2018
- Articles
Sesame Bankhall overhauls senior management
- Wednesday, 28 November 2018
- Articles
Adviser network operator Sesame Bankhall Group (SBG) has announced a raft of changes to its senior management.
The firm described the restructure as “a further step in its evolution with new roles and a new appointment to its executive team, as part of the Group’s commitment to invest in its advisory brands in what is widely acknowledged to be a rapidly changing market.”
The changes will see Martin Schultheiss move from chief operating officer position to take up a new expanded role as group managing director.
Mr Schultheiss will report into into SBG executive chairman John Cowan.
His wider remit now includes the group’s finance, sales and account management functions, alongside his existing group-wide responsibilities.
Ross Liston will join the SBG as managing director of Bankhall and PMS and reporting into Mr Schultheiss.
He will have responsibility for “driving forward the firm’s relationships with directly authorised firms” across its PMS Mortgage Club and professional support service provider, Bankhall.
Mr Liston has 25 years’ experience in senior financial advice and business development roles, most recently as head of advisory relationships at Standard Life.
His previous roles at Standard Life include head of strategic partnerships and head of advisory distribution (now branded as 1825).
He has experience across pensions, investments, platforms, mortgages and protection, along with expertise in merger, acquisition and integration activity.
SBG has also created a new role – managing director, Sesame – with responsibility for “driving forward” the adviser network and developing support for existing network members.
The firm said an announcement regarding this new appointment “will be made in due course.”
Other changes and updates to SBG’s executive team announced today include:
• Julie Sadler, who previously held the dual roles of chief risk officer at SBG and managing director, Bankhall, will become group risk & compliance director.
• Jim Kelly moves from chief finance officer to group finance director.
• HR & learning director, Lisa Winnard, continues as group people & services director, with a wider remit that now includes the group’s operations and adviser helpdesk support, along with marketing and business development.
John Cowan, executive chairman at SBG, said: “Today marks a further step in SBG’s evolution.
“In a rapidly changing market, which is alive with opportunities for advisers, we will ensure that our advisory brands are strongly positioned to assist them.
“To help achieve this we want to maximise the expertise and talent that exists across our group, and these latest changes will enable us to do just that.
“Martin has injected new energy into our plans following his arrival in January, and Ross is another excellent addition to our leadership team.
“Through PMS and Bankhall we already serve 4,000 directly authorised firms, and we have seen steady growth throughout this year as discerning firms seek out quality support that is tailored to their needs.
“We also intend to further bolster our adviser facing business by recruiting a managing director for our Sesame Network.”
FSCS reveals £69m deficit will lead to levy
- Wednesday, 28 November 2018
- Articles
An extra £69m Financial Services Compensation Scheme (FSCS) bill will have to be footed by the retail pool as a result of pension transfer-related claims.
Read more ...Financial Planning income up 17.8% at Brewin Dolphin
- Wednesday, 28 November 2018
- Articles
Wealth manager and Financial Planner Brewin Dolphin increased Financial Planning income by 17.8%, the firm’s latest figures have revealed.
Read more ...1 in 3 prefer family to advisers for financial advice
- Wednesday, 28 November 2018
- Articles
Nearly one in three adults would rather get financial advice from friends and family than a professional financial adviser, according to new research by a financial advisory business.
Read more ...Financial Planner continues recruitment drive with new hire
- Tuesday, 27 November 2018
- Articles
UK Financial Planning and investment management firm Tilney has appointed a new investment director.
Read more ...AMPS appoints SJP's Claire Trott as first female chairman
- Tuesday, 27 November 2018
- Articles
The Association of Member-Directed Pension Schemes (AMPS), the industry body representing SIPP operators and SSAS practitioners, has today revealed Claire Trott of St James’s Place Group has been appointed as its new chairman.
Read more ...Rathbones chief executive to stand down in May
- Tuesday, 27 November 2018
- Articles
Rathbones chief executive Philip Howell is set to retire early next year.
Read more ...Financial Planning stars recognised at PFS awards
- Tuesday, 27 November 2018
- Articles
Financial Planners were recognised alongside the best and brightest of the personal finance profession at this year’s PFS awards.
Read more ...AJ Bell float value estimated at up to £675m
- Tuesday, 27 November 2018
- Articles
Platform and SIPP operator AJ Bell is set to be valued at between £626m and £675m when it floats on the stock market in December, the company predicts.
Read more ...