04/21/2022

Heffron adds head of product

"Like the rest of us at Heffron, Kate is highly motivated to solve the real business problems faced by our accounting and adviser colleagues who work with SMSF clients."

04/19/2022

Goldman China Wealth Venture Replaces Planned Head

Yin will ostensibly replace Gu Jiangang, who was the originally planned head of the joint venture that is 51 percent owned by Goldman Sachs Asset Management, with the remaining 49 percent held by ICBC’s wealth unit.

04/19/2022

Saxo Markets Hires Greater China Wealth Head

The online trading company, Saxo Capital Markets HK, named Ken Shih to lead all of the wealth management strategies and services in the Greater China region and grow the digital wealth management business in the region.

04/18/2022

SG Hiscock appoints CEO

“As a business, we undertook the necessary due diligence required on the chief executive appointment and Giles has been regarded as a natural successor for some time,”

04/13/2022

Lifespan appoints head of self-licensee offering

Mantineo said he was looking forward to stepping into the role, managing a self-licensee solution that provided autonomy, certainty, and flexibility, and reflected the values of the broader Lifespan Financial Planning community.