Two new faces in BT’s top ranks
Al Clark
BT Financial Group has bolstered its investment management team with two key appointments.
Appointed to the role of head of multi-strategies is Robert Swift who previously was with Morgan Stanley in Boston.
Swift replaces Al Clark who recently resigned.
The second appointment concerns the newly-created role of chief financial officer to assist the group in its plans to list the investment management division.
Taking on the role is Earle Macgregor who has extensive experience in structuring and executing IPOs.
Recommended for you
The FSCP has announced its latest verdict, suspending an adviser’s registration for failing to comply with his obligations when providing advice to three clients.
Having sold Madison to Infocus earlier this year, Clime has now set up a new financial advice licensee with eight advisers.
With licensees such as Insignia looking to AI for advice efficiencies, they are being urged to write clear AI policies as soon as possible to prevent a “Wild West” of providers being used by their practices.
Iress has revealed the number of clients per adviser that top advice firms serve, as well as how many client meetings they conduct each week.