07/15/2024
Evelyn Partners appoints Charlotte Platts to drive Financial Planning growth in Northern England, Scotland and Northern Ireland
Charlotte has also held senior roles at HSBC Private Bank and Investec.
07/15/2024
Charlotte has also held senior roles at HSBC Private Bank and Investec.
07/15/2024
Richard Robson joins Rathbones after an eight-year stint at Evelyn Partners.
07/15/2024
Tom Banks has been promoted to head of UK ETFs and will join the UK distribution management team.
07/15/2024
Luxury slowdown persists, forcing Burberry to pause dividends
07/15/2024
Expanding the Depth and Breadth of Oppenheimer’s Biotech Equity Research
07/12/2024
Rogers brings 25-plus years of industry experience to regional executive role.
07/12/2024
He joins as an investment manager
07/12/2024
Barbara brings a broad background in commercial, risk management, restructuring, and credit domain related leadership positions.
07/12/2024
She also worked at Société Générale and Barclays.
07/12/2024
Alonso Pastor joined the firm in June as a client executive in the Zurich wealth management division.
07/12/2024
GVO Asset Management has rebranded as GVO Advisory.
07/12/2024
Senior hires bolster the firm’s Restructuring team in the United States.
07/12/2024
Dharmesh Parmar, Adam Parker and Fahim Amdani have joined LGT Wealth Management's Manchester arm, which was set up by three Evelyn alumni earlier this year.
07/12/2024
The bank’s decision to split its personal and commercial banking divisions was one driver, as was simplifying work flows
07/12/2024
At DBS, Parlons will lead a new wealth management office, which will cater to ultra high networth clients looking to invest in Asia.
07/11/2024
Terence Chow was most recently CEO of wealth management in Asia at Royal Bank of Canada.
07/11/2024
In other words, she will become the China vice chair of UBS’s securities venture.
07/11/2024
Andreas Gerber has agreed not to replace Urs Müller as head of the retail and corporate banking division, which includes private banking Liechtenstein, Switzerland and Germany.
07/11/2024
Ronald Wildmann left Serafin Asset Management at the end of June.
07/11/2024
Lorraine Armstrong joins as senior investment director