WEALD WEALTH MANAGEMENT LIMITED - History of Changes


DateDescription
2020-04-08 delete chiefinvestmentofficer Chris Ralph
2020-04-08 delete otherexecutives Tom Beal
2020-04-08 insert chiefinvestmentofficer Tom Beal
2020-04-08 insert otherexecutives Andrew Humphries
2020-04-08 delete person Matthew Johnson
2020-04-08 update person_title Andrew Humphries: Private Client Director => Director
2020-04-08 update person_title Chris Ralph: Chief Investment Officer => Chief Global Strategist
2020-04-08 update person_title Tom Beal: Investment Officer; Deputy Chief => Chief Investment Officer
2019-10-14 insert otherexecutives Tom Beal
2019-10-14 insert person Tom Beal
2019-10-14 update person_description Rebecca Mills => Rebecca Mills
2019-05-24 delete person Julie Lockyer
2018-02-10 update person_description James Lockyer => James Lockyer
2018-02-10 update person_description Kim Rollison => Kim Rollison
2018-02-10 update person_description Rebecca Mills => Rebecca Mills
2018-02-10 update person_description Sarah Rich => Sarah Rich
2017-08-19 insert person Matthew Johnson
2017-08-19 update person_description Catherine Johnson => Catherine Johnson
2017-08-19 update person_description James Lockyer => James Lockyer
2017-08-19 update person_description Kim Rollison => Kim Rollison
2017-08-19 update person_description Rebecca Mills => Rebecca Mills
2017-08-19 update person_description Sandra Saunders => Sandra Saunders
2017-08-19 update person_description Tina Highwood => Tina Highwood
2017-08-19 update person_title Carly Mills: Member of the Weald Team; Business Compliance Co - Ordinator => Business Operations Supervisor
2017-01-19 update person_description Andrew Humphries => Andrew Humphries
2017-01-19 update person_description Chris Ralph => Chris Ralph
2017-01-19 update person_description Steven Daniels => Steven Daniels
2016-06-19 delete chairman David Lamb
2016-06-19 delete otherexecutives Andrew Humphries
2016-06-19 insert managingdirector David Lamb
2016-06-19 delete person James Wilson
2016-06-19 insert person Catherine Johnson
2016-06-19 insert person Kim Rollison
2016-06-19 insert person Rebecca Mills
2016-06-19 insert person Sandra Saunders
2016-06-19 update person_description David Lamb => David Lamb
2016-06-19 update person_title Andrew Humphries: Marketing & Communications Director => Private Client Director
2016-06-19 update person_title David Lamb: Chairman; Non - Executive Director of the Henderson Smaller Companies InvestmentTrust Plc => Managing Director With Responsibility for Private Client; Managing Director
2016-01-04 insert person James Wilson
2016-01-04 insert person Tina Highwood
2015-04-22 update person_description Carly Mills => Carly Mills
2015-04-22 update person_title Emily Young: Member of the Weald Team; Personal Assistant => Personal Assistant to Managing Director
2015-04-22 update person_title Michael Lockyer APFS: Member of the Weald Team; Managing Director => Managing Director; APFS - Managing Director