| Date | Description |
|---|
| 2023-08-29 |
delete person Sam Bingham |
| 2023-08-29 |
insert person Maria Fritzsche |
| 2023-08-29 |
insert person Oris Ikomi |
| 2023-08-29 |
insert person Stephen Reinhardt |
| 2023-08-29 |
update person_description Mike Cahill => Mike Cahill |
| 2023-08-29 |
update person_title Carly Norman: Data and Systems Administrator => Administration Co - Ordinator |
| 2023-08-29 |
update person_title Claire Stimpson: Digital Communications & Project Manager => Senior Communications Manager |
| 2023-07-27 |
delete person James Clarry |
| 2023-04-07 |
insert otherexecutives Megan Harley |
| 2023-04-07 |
insert person Megan Harley |
| 2023-04-07 |
update person_description Sam Bingham => Sam Bingham |
| 2023-04-07 |
update person_title Claire Stimpson: Communications and Systems Manager => Digital Communications & Project Manager |
| 2023-04-07 |
update person_title Sam Bingham: Marketing Manager => Marketing Manager; Marketing & Brand Manager |
| 2023-03-07 |
delete otherexecutives Geoff Towers |
| 2023-03-07 |
insert person Andrew Shepherd |
| 2023-03-07 |
insert person Helen O'Neill |
| 2023-03-07 |
update person_title Geoff Towers: Director => CEO of GPP |
| 2023-02-03 |
delete chiefcommercialofficer Mike Morrow |
| 2023-02-03 |
delete coo James Clarry |
| 2023-02-03 |
insert person Paul Stockton |
| 2023-02-03 |
insert person Stuart Dodson |
| 2023-02-03 |
update person_description David Ostojitsch => David Ostojitsch |
| 2023-02-03 |
update person_description Mike Morrow => Mike Morrow |
| 2023-02-03 |
update person_title James Clarry: Chief Operating Officer; Chief Operating Officer for NatWest Wealth Businesses => Chief Operating Officer - Coutts; Chief Operating Officer for NatWest Wealth Businesses |
| 2023-02-03 |
update person_title Mariana Gomes: Learning and Events Assistant => Learning and Events Administrator |
| 2023-02-03 |
update person_title Mike Cahill: Senior Policy Adviser => Strategic Partnerships |
| 2023-02-03 |
update person_title Mike Morrow: Chief Commercial Officer => Chief Commercial Officer - Parmenion |
| 2023-02-03 |
update person_title Nick Bettison: Partner at Redmayne Bentley; Partner => Partner - Redmayne Bentley LLP; Partner at Redmayne Bentley |
| 2023-01-02 |
delete person Sarah Wulff-Cochrane |
| 2023-01-02 |
insert person Carly Norman |
| 2023-01-02 |
insert person David Ostojitsch |
| 2022-10-30 |
insert person Ray Tuffield |
| 2022-10-30 |
update person_title Nigel Ross-Scott: Content Manager => Publications Manager |
| 2022-09-28 |
delete person Tim Fassam |
| 2022-09-28 |
insert person Sarah Wulff-Cochrane |
| 2022-07-28 |
insert otherexecutives Michael Morley |
| 2022-07-28 |
update person_description Amanda Wall => Amanda Wall |
| 2022-07-28 |
update person_description Yasmin Ataullah => Yasmin Ataullah |
| 2022-07-28 |
update person_title Amanda Wall: Communications and Systems Manager => Digital Communications & Social Media Manager |
| 2022-07-28 |
update person_title Michael Morley: Head of Wealth Management UK - Deutsche Bank Wealth Management => Member of the Board |
| 2022-06-26 |
insert person Claire Izzard |
| 2022-06-26 |
insert person Kevin Sloane |
| 2022-06-26 |
insert person Nyan San Lwin |
| 2022-06-26 |
insert person Yasmin Ataullah |
| 2022-05-26 |
delete person Giulia Lupato |
| 2022-05-26 |
update person_title Alexandra Roberts: Senior Policy Adviser => Head of Regulatory Policy and Compliance |
| 2022-03-26 |
insert chiefcommercialofficer Mike Morrow |
| 2022-03-26 |
insert chiefcommercialofficer Richard Adler |
| 2022-03-26 |
insert coo James Clarry |
| 2022-03-26 |
delete person David Loudon |
| 2022-03-26 |
delete person Jonathan Read |
| 2022-03-26 |
delete person Martin Greenwood |
| 2022-03-26 |
delete person Penny Lovell |
| 2022-03-26 |
delete person Stuart Newey |
| 2022-03-26 |
insert person James Clarry |
| 2022-03-26 |
insert person Nick Bettison |
| 2022-03-26 |
update person_title Heidi Bryant: Business Development & Committee Co - Ordinator => Policy Co - Ordination Officer |
| 2022-03-26 |
update person_title Mike Morrow: Wealth & Platform Director - Openwork => Chief Commercial Officer |
| 2022-03-26 |
update person_title Myles Marmion: Finance Director - Ruffer LLP => Co - Opted Board Member |
| 2022-03-26 |
update person_title Richard Adler: Director of Strategic Partnerships => Chief Commercial Officer |
| 2022-03-26 |
update person_title Simon Harrington: Senior Policy Adviser - Public Policy => Head of Public Affairs |
| 2021-12-13 |
insert otherexecutives Geoff Towers |
| 2021-12-13 |
insert person Geoff Towers |
| 2021-07-17 |
delete person Lawrence Wintermeyer |
| 2021-07-17 |
delete person Peter Hall |
| 2021-06-15 |
delete person Sue Bottomley |
| 2021-06-15 |
update person_title Giulia Lupato: Senior Policy Advisor; Senior Policy Adviser; Chartered Member of the Chartered Institute of Securities => Head of Regulatory Policy and Compliance; Chartered Member of the Chartered Institute of Securities |
| 2021-04-25 |
delete person Damien Syrett |
| 2021-04-25 |
delete person Desmond FitzGerald |
| 2021-04-25 |
delete person Simon Smith |
| 2021-04-25 |
insert person Ciaran Whelan |
| 2021-04-25 |
insert person Mark Husker |
| 2021-04-25 |
insert person Mike Morrow |
| 2021-04-25 |
insert person Shaun Robson |
| 2021-04-25 |
update person_description Lawrence Wintermeyer => Lawrence Wintermeyer |
| 2021-04-25 |
update person_description Paul Killik => Paul Killik |
| 2021-04-25 |
update person_title Paul Killik: Chairman; Senior Partner - Killik & Co Management => Chairman; Killik & Co; Killik & Co LLP |
| 2021-01-25 |
insert person Magdalena Sonta |
| 2021-01-25 |
update person_description Sheena Gillett => Sheena Gillett |
| 2020-09-23 |
delete person David Cobb |
| 2020-09-23 |
insert person Christian Captieux |
| 2020-09-23 |
insert person Jess De Alwis |
| 2020-09-23 |
insert person Rupert Thompson |
| 2020-09-23 |
update person_description Ben King => Ben King |
| 2020-07-15 |
insert chairman Paul Killik |
| 2020-07-15 |
delete person Alice Carson |
| 2020-07-15 |
delete person Charles Ramsay |
| 2020-07-15 |
delete person Elizabeth Gilmore |
| 2020-07-15 |
delete person Nick Frank |
| 2020-07-15 |
insert person Linda Gibson |
| 2020-07-15 |
insert person Robert Blinkhorn |
| 2020-07-15 |
update person_description Ben King => Ben King |
| 2020-07-15 |
update person_title Heidi Bryant: Business Development & Committee Co - Ordinator; Administrator => Business Development & Committee Co - Ordinator; Administration; Administrator |
| 2020-07-15 |
update person_title Paul Killik: Senior Partner - Killik & Co Management => Chairman; Senior Partner - Killik & Co Management |
| 2020-06-14 |
delete chairman David Peach |
| 2020-06-14 |
delete person David Peach |
| 2020-06-14 |
update person_description Matthew West => Matthew West |
| 2020-06-14 |
update person_description Tim Fassam => Tim Fassam |
| 2020-05-15 |
delete person John Barrass |
| 2020-05-15 |
delete person Mark Duckworth |
| 2020-05-15 |
insert person Matthew West |
| 2020-05-15 |
insert person Mike Cahill |
| 2020-05-15 |
insert person Tim Fassam |
| 2020-05-15 |
update person_title Emma Clarke: Executive Assistant to CEO ( Currently on Maternity Leave ) => Executive Assistant to CEO |
| 2020-04-15 |
insert person Alice Carson |
| 2020-04-15 |
update person_title Mark Duckworth: CEO - Openwork Limited; Chief Executive Officer of Openwork; Commercial Development Director => Chief Executive Officer of Openwork; Commercial Development Director |
| 2020-03-16 |
delete person Tolu Akisanya |
| 2020-03-16 |
insert person Mariana Gomes |
| 2020-02-14 |
delete person Kelly Bleasdale |
| 2020-02-14 |
insert person Nick Frank |
| 2020-02-14 |
insert person Sam Bingham |
| 2020-02-14 |
insert person Sarah Soar |
| 2020-02-14 |
update person_title Tracey Davidson: Chief Executive of Heartwood Wealth Management Ltd => Deputy CEO, Handelsbanken Plc and Chair of Heartwood Wealth Management |
| 2019-12-10 |
delete person Johnson Afilaka |
| 2019-12-10 |
delete person Morningstar Knutsford |
| 2019-12-10 |
update person_description Tracey Davidson => Tracey Davidson |
| 2019-11-10 |
insert person Morningstar Knutsford |
| 2019-10-10 |
delete person Anna Glynn |
| 2019-10-10 |
delete person Jazzmine Quashie |
| 2019-09-10 |
insert person Maja Erceg |
| 2019-09-10 |
insert person Michella Oswald |
| 2019-07-11 |
insert coo Michelle Read |
| 2019-07-11 |
update person_title Anna Glynn: Events Coordinator => Events and Learning Executive |
| 2019-07-11 |
update person_title Lawrence Wintermeyer: Principal of Capstone => Co - Opted Board Member & Principal; Principal of Capstone |
| 2019-07-11 |
update person_title Martin Greenwood: Chief Executive - Tenet Group Ltd => Co - Opted Board Member |
| 2019-07-11 |
update person_title Michelle Read: Finance & Business Services Manager => Operations Director |
| 2019-07-11 |
update person_title Sheena Gillett: Head of Communications & PR => Communications and PR Director |
| 2019-06-10 |
delete person Jonathan Clarke |
| 2019-06-10 |
insert person Kelly Bleasdale |
| 2019-06-10 |
insert person Sarah McGuffick |
| 2019-06-10 |
update person_description Jonathan Read => Jonathan Read |
| 2019-06-10 |
update person_title Emma Clarke: Executive Assistant to CEO => Executive Assistant to CEO ( Currently on Maternity Leave ) |
| 2019-05-11 |
insert person Johnson Afilaka |
| 2019-05-11 |
insert person Mark Duckworth |
| 2019-05-11 |
insert person Richard Wilson |
| 2019-05-11 |
insert person Stuart Newey |
| 2019-05-11 |
insert person Sue Bottomley |
| 2019-04-10 |
delete person Dave Meldrum |
| 2019-04-10 |
update person_description Tolu Akisanya => Tolu Akisanya |
| 2019-03-09 |
delete person Julie Hepworth |
| 2019-03-09 |
insert person Christopher Price |
| 2019-03-09 |
insert person Jonathan Clarke |
| 2019-03-09 |
insert person Liz George |
| 2019-03-09 |
insert person Michael Deering |
| 2019-03-09 |
insert person Philip Allen |
| 2019-03-09 |
insert person Tolu Akisanya |
| 2019-03-09 |
update person_title Amanda Wall: Business & Communications Co - Ordinator => Communications and Systems Manager |
| 2019-03-09 |
update person_title Claire Stimpson: Business & Communications Co - Ordinator => Communications and Systems Manager |
| 2019-02-03 |
delete person Andrew Ross |
| 2019-02-03 |
delete person Jimmy McCulloch |
| 2019-02-03 |
delete person Sir David Howard |
| 2019-02-03 |
insert person Gary Tibbs |
| 2018-12-31 |
delete person Ana Gallego |
| 2018-12-31 |
delete person Martin McGinley |
| 2018-12-31 |
insert person Chris Hancock |
| 2018-10-12 |
delete person Zaida Espana |
| 2018-10-12 |
insert person Myles Marmion |
| 2018-10-12 |
insert person Penny Lovell |
| 2018-10-12 |
insert person Tracey Davidson |
| 2018-10-12 |
update person_description Jimmy McCulloch => Jimmy McCulloch |
| 2018-10-12 |
update person_title Andrew Ross: Global Head of Wealth Management for the Schroders Group; Deputy Chairman - Cazenove Capital Management => Global Head of Wealth Management for the Schroders Group; Global Head of Wealth Management - Schroders Group |
| 2018-10-12 |
update person_title Anna Glynn: Events Administrator => Events Coordinator |
| 2018-10-12 |
update person_title Desmond FitzGerald: Senior Adviser - Financial Planning & Advice => Senior Policy Adviser |
| 2018-10-12 |
update person_title Jimmy McCulloch: Executive Chairman of Speirs & Jeffrey Ltd => null |
| 2018-06-26 |
delete person Andy Baldock |
| 2018-06-26 |
delete person Jonathan Wragg |
| 2018-06-26 |
delete person Rupert Dickinson |
| 2018-06-26 |
update person_description Andrew Ross => Andrew Ross |
| 2018-06-26 |
update person_title Andrew Ross: Deputy Chairman - Cazenove Capital Management => Global Head of Wealth Management for the Schroders Group; Deputy Chairman - Cazenove Capital Management |
| 2018-03-26 |
delete ceo Emma Clarke |
| 2018-03-26 |
insert person Ben King |
| 2018-03-26 |
insert person Lawrence Wintermeyer |
| 2018-03-26 |
insert person Nigel Ross-Scott |
| 2018-03-26 |
update person_description Amanda Wall => Amanda Wall |
| 2018-03-26 |
update person_description Claire Stimpson => Claire Stimpson |
| 2018-03-26 |
update person_description Emma Evans => Emma Evans |
| 2018-03-26 |
update person_description Jonathan Read => Jonathan Read |
| 2018-03-26 |
update person_description Kevin Sloane => Kevin Sloane |
| 2018-03-26 |
update person_title Alexandra Roberts: Senior Policy Advisor => Senior Policy Adviser |
| 2018-03-26 |
update person_title Ana Gallego: Policy Advisor => Policy Adviser |
| 2018-03-26 |
update person_title Emma Clarke: CEO => Executive Assistant to CEO |
| 2018-03-26 |
update person_title Giulia Lupato: Senior Policy Advisor => Senior Policy Advisor; Senior Policy Adviser |
| 2018-03-26 |
update person_title Jonathan Read: Membership Development Officer => null |
| 2018-03-26 |
update person_title Kevin Sloane: Senior Policy Advisor => Senior Policy Adviser |
| 2017-12-23 |
update person_description Jonathan Read => Jonathan Read |
| 2017-11-24 |
delete otherexecutives Sarah Deaves |
| 2017-11-24 |
delete person Mac Anderson |
| 2017-11-24 |
delete person Sarah Deaves |
| 2017-11-24 |
insert person Desmond Fitzgerald |
| 2017-11-24 |
update person_description Gary Sunderland => Gary Sunderland |
| 2017-11-24 |
update person_description Giulia Lupato => Giulia Lupato |
| 2017-11-24 |
update person_description Kevin Sloane => Kevin Sloane |
| 2017-11-24 |
update person_title Kevin Sloane: Director of Operational Policy and Research => Senior Policy Advisor |
| 2017-10-27 |
delete otherexecutives Charlotte Black |
| 2017-10-27 |
delete otherexecutives Peter Smart |
| 2017-10-27 |
delete otherexecutives Philip Harris |
| 2017-10-27 |
insert otherexecutives Gary Sunderland |
| 2017-10-27 |
delete person Charlotte Black |
| 2017-10-27 |
delete person Peter Smart |
| 2017-10-27 |
delete person Philip Harris |
| 2017-10-27 |
insert person Gary Sunderland |
| 2017-10-27 |
update person_description John Barrass => John Barrass |
| 2017-10-27 |
update person_description Jonathan Read => Jonathan Read |
| 2017-10-27 |
update person_title Alexandra Roberts: Staff Member => Senior Policy Advisor |
| 2017-09-16 |
delete otherexecutives Chris MacDonald |
| 2017-09-16 |
delete otherexecutives David Louden |
| 2017-09-16 |
delete otherexecutives James Appleby |
| 2017-09-16 |
insert otherexecutives Adrian Keane-Munday |
| 2017-09-16 |
insert otherexecutives Paul Saville |
| 2017-09-16 |
insert otherexecutives Simon Wombwell |
| 2017-09-16 |
delete person Alison Dixon |
| 2017-09-16 |
delete person Chris MacDonald |
| 2017-09-16 |
delete person David Louden |
| 2017-09-16 |
delete person James Appleby |
| 2017-09-16 |
delete person Martin Mannion |
| 2017-09-16 |
insert person Adrian Keane-Munday |
| 2017-09-16 |
insert person Anna Glynn |
| 2017-09-16 |
insert person James Hornett |
| 2017-09-16 |
insert person Jon Duffield |
| 2017-09-16 |
insert person Kevin Sloane |
| 2017-09-16 |
insert person Mary Cope |
| 2017-09-16 |
insert person Paul Saville |
| 2017-09-16 |
insert person Simon Wombwell |
| 2017-09-16 |
update person_description Michael Morley => Michael Morley |
| 2017-09-16 |
update person_title Michelle Read: Finance and Business Services Manager => Finance and Business Services Manager ( Currently on Maternity Leave ) |