11/19/2024
With almost 20 years of experience in various positions in private banking and client advisory, primarily at Credit Suisse, he has very broad financial expertise.
11/18/2024
She will be based in London and will report to Rathbone Multi-Asset Portfolios fund manager, Will McIntosh-Whyte and head of multi-asset investing, David Coombs.
11/15/2024
He will be based in Azets’ Stockport office on Greek Street, covering clients across the North West, with other Azets branches in the region in Bolton, Burnley, Lancaster, Manchester, Preston, and Kendal.
11/15/2024
The firm writes that in this new role, Tobin will report to Aleksandar Ivanovic, President of Asset Management
11/15/2024
Daniel Augsburger, who served at VP Bank for eight years, will take over as head of sales at 1741 Group in January.
11/15/2024
Bernal will lead EP Wealth’s wealth advisory, investments, marketing, and wealth management services teams.