11/04/2022
UBP's Swiss institutional head takes over German business
The previous head for Germany has left to work at a rival company.
11/04/2022
The previous head for Germany has left to work at a rival company.
11/03/2022
He will work closely with Schroders’ sustainable investment team and regional specialists and be focused on extending the strategic sustainability support provided for key clients.
11/03/2022
All three investment managers will work closely with private clients and intermediaries including financial advisers to manage their investment portfolios in line with their long-term financial goals.
11/03/2022
A 25-year veteran of the financial services industry
11/03/2022
Another new hire from Goldman is Craig Bricker, who is expected to take control of a new risk analysis and resolution group
11/03/2022
Goro joined the firm on 1 November 2022 and is based at GAM's Tokyo office, ensuring proximity to the market and clients.
11/03/2022
She will lead on family office structures administered in Jersey for clients in the Americas, Canada and the UK.
11/03/2022
In this previous role as head of private clients, he was responsible for relationship management and building the firm’s revenue-generating projects.
11/02/2022
The Management Board has appointed Paul Achleitner
11/02/2022
Alex Paget will join Downing Fund Managers in January from Liontrust Asset Management, where he was formerly head of client investment strategy.
11/02/2022
In her new role, Harriet will support the Operations Manager through the development and implementation of processes and procedures as well as oversee the onboarding of new clients.
11/02/2022
Mr. Serocold Joins Ares with Over 20 Years of Private Wealth Distribution Experience Across Europe and Asia to Support Rapidly Growing Base of Global Individual Investors
11/02/2022
It is understood Chambers, head of Morgan Stanley Wealth Management for Australia, is on leave and is set to retire from the bank as early as next week.
11/01/2022
She will succeed Steven
11/01/2022
The Board of Directors of Reuss Private AG has appointed Roman Neff, former member of the Executive Board and CRO, as Chairman of the Executive Board.
11/01/2022
In his new role, Jonathan will work with senior colleagues in the International business investment team to support the firm’s growth plans.
11/01/2022
The senior executive was promoted to head of financing and products across wealth management globally less than a year ago
11/01/2022
At ZWEI Wealth, as Head of Provider Management, he is responsible for working with banks, asset managers and other providers of wealth management services.
11/01/2022
The new scheme is just one way M&G Wealth intends to hit a target of 1,000 advisers by 2025.
10/31/2022
He joins from multinational insurance company Marsh & McLennan.