| Date | Description |
|---|
| 2024-03-13 |
delete person Sean Fox |
| 2024-03-13 |
update person_title Mike Willoughby: APFS Cert CII ( FS ) Chartered Financial Planner / Investment Consultant => APFS Cert CII ( FS ) Chartered Financial Planner; APFS Cert CII ( FS ) Chartered Financial Planner / Regional Director |
| 2023-07-17 |
delete otherexecutives Rajesh Nanavati |
| 2023-07-17 |
delete person Rajesh Nanavati |
| 2023-07-17 |
insert person Stephen Ayres |
| 2023-07-17 |
update person_description Mike Willoughby => Mike Willoughby |
| 2023-04-23 |
delete otherexecutives Sean Billins |
| 2023-04-23 |
delete person Rachard Cassem |
| 2023-04-23 |
delete person Sean Billins |
| 2023-04-23 |
delete person Tom Burrill |
| 2022-06-13 |
insert person Jim Anderson |
| 2021-08-31 |
delete person Rakhee Wood |
| 2021-07-28 |
insert otherexecutives Simon Collins |
| 2021-07-28 |
insert person Tom Burrill |
| 2021-07-28 |
update person_title Simon Collins: Financial Adviser => Financial Adviser; Regional Director |
| 2021-01-14 |
insert person Mike Willoughby |
| 2020-10-15 |
delete otherexecutives James Bason |
| 2020-10-15 |
delete person James Bason |
| 2020-10-15 |
delete person Josh Rewcastle B. |
| 2020-10-15 |
delete person Tom Broad |
| 2020-07-10 |
insert otherexecutives Rajesh Nanavati |
| 2020-07-10 |
update person_title Rajesh Nanavati: Investment Consultant => Regional Director |
| 2020-05-05 |
insert person Simon Collins |
| 2020-02-04 |
insert person James Kaba |
| 2019-08-06 |
insert person Josh Rewcastle B. |
| 2019-08-06 |
insert person Tom Broad |
| 2019-05-06 |
insert person Linda J. Taylor |
| 2018-10-29 |
insert otherexecutives Mark Santer |
| 2018-10-29 |
insert otherexecutives Michael Sinclair |
| 2018-10-29 |
delete person Raj Kalsi |
| 2018-10-29 |
update person_description Tom Manning => Tom Manning |
| 2018-10-29 |
update person_title Mark Santer: Investment Consultant => Regional Director |
| 2018-10-29 |
update person_title Michael Sinclair: Investment Consultant => Regional Director |
| 2017-10-13 |
insert otherexecutives James Bason |
| 2017-10-13 |
update person_title James Bason: Investment Consultant => Regional Director |
| 2017-08-31 |
delete otherexecutives Tom Manning |
| 2017-08-31 |
insert person Rakhee Wood |
| 2017-08-31 |
update person_title Tom Manning: Head of Research; Member of the Investment Committee => Head of Research / Head of Research and Member of the Investment Committee |
| 2017-07-24 |
insert otherexecutives Tom Manning |
| 2017-07-24 |
insert person Raj Kalsi |
| 2017-07-24 |
insert person Tom Manning |
| 2017-05-18 |
insert otherexecutives Elliot Crawford |
| 2017-05-18 |
update person_title Elliot Crawford: Financial Adviser; Investment Consultant => Financial Adviser; Regional Director |
| 2017-03-18 |
insert person Mark Bennett |
| 2016-08-21 |
update person_description Rajesh Nanavati => Rajesh Nanavati |