10/14/2025
In the role, he will provide senior counsel for the firm on long-term growth, market expansion, service innovation and complex wealth structuring.
10/14/2025
The hires, based in Frankfurt and London, join from firms including UBS and Western Asset Management.
10/13/2025
In his role, he will assist clients with personalized financial planning, individual retirement accounts, employer-sponsored retirement plans, investment brokerage services, college savings plans, trust accounts, charitable giving solutions, life insuranc
10/13/2025
Burgess was also a founding board member of the Investor Forum, chair of the Investment Committee at the Investment Association, and a member of the Kingman Review advisory panel.
10/13/2025
In 2022, Terry transitioned to head of UK & Ireland distribution, where she has delivered strong leadership and strategic clarity
10/10/2025
In his new role, Devin will focus on providing bespoke advisory services to ultra-high-net-worth individuals, offering them the discretion, confidentiality, and personalised attention that define the Private Office experience.