11/11/2022
Webb's appointment comes as Waverton continues to grow its Adviser Solutions channel following a 74 per cent uptick in inflows to its MPS in the last financial year.
11/11/2022
He started his career with KPMG and Deloitte as a chartered accountant and auditor, before holding various senior policy and managerial positions with JFSC.
11/11/2022
Kieran Daly joins as a sales manager covering the Midlands, Wales and North of England.
11/11/2022
Investec Wealth & Investment has made two senior appointments to its Manchester and Glasgow offices.
11/10/2022
Wong will replace current North Asia head Eric Morin who will relocate to Singapore to become the bank’s regional head of Southeast Asia and the branch CEO for the city-state, subject to regulatory approval.
11/10/2022
Merrick Mckay, head of European private equity at Abrdn, will sit on Titanbay's investment advisory board where he will make decisions regarding the strategies and funds that reach the platform.
11/10/2022
Sof Yiannakas will join Man GLG to lead a long/short fund with support from two managers.
11/10/2022
Dorothée Watine and Jean-Nicolas Schweigert became members of the management committee of private banking in France on the same date.
11/10/2022
The Financial Times columnist is standing down after four years on the digital wealth firm's board.
11/10/2022
He brings considerable digital transformation experience in client experience, product development and performance efficiencies across financial services and technology businesses.
11/10/2022
Julius Baer is in the midst of a five-year transformation strategy in India with the aim of expanding its onshore wealth management business.
11/10/2022
Damian Burkhardt has joined from Lombard Odier.
11/10/2022
Revealed: Ruchir Rodrigues joins the firm after almost a decade with Barclays, where he served as divisional business head for its next-generation commerce platform
11/10/2022
He has worked for 36 years on the intermediary side of the industry
11/10/2022
The appointments came after Young Jin Yee, Cavalli’s deputy, left to join Deutsche Bank.
11/10/2022
Ebner is scheduled to take on the new role on Nov. 21 and will be stationed in New York.
11/09/2022
The team will provide portfolio management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.
11/09/2022
He also chaired the firm's Investment Committee and was a voting member of the Fund Selection Committee.
11/09/2022
Previously, he also led RBC Wealth Management’s credit team in Singapore as well as the regional lending team in the UK.
11/09/2022
Nath Papadacis has left the firm after a brief stint as joint CEO.