12/22/2023
He rejoins Macquarie Asset Management from Audax Private Debt, where he oversaw the insurance solutions efforts across the company’s private debt platform and expanded investor relationships on a global basis.
12/22/2023
In this context, she becomes a member of the Senior Management Committee of Groupe BPCE's global financial services, placed under the responsibility of Stéphanie Paix, Chief Executive Officer.
12/21/2023
He has been the interim regional head since August after replacing Terence Chow, who left after 18 years with the Canadian lender.
12/21/2023
He reported having served approximately $130 million in advisory, brokerage and retirement plan assets* and joins from Raymond James.
12/21/2023
In this new role, he will be responsible for bringing J.P. Morgan Asset Management's industry leading global alternative investment capabilities to financial advisors across the country
12/21/2023
The new role is part of a revamped and regionally focused business development team, led by Graham Folley, Quilter’s head of business development and discretionary sales.
12/21/2023
HL Select lead manager Steve Clayton discusses Hargreaves Lansdown’s brand power and facing tough market conditions.
12/21/2023
Rosling replaces former London office head Stuart McCann, who left in November after 11 years with the business.
12/21/2023
The bank council, management and all employees warmly congratulate those promoted and wish them much success and satisfaction in their responsible positions.
12/21/2023
She has a strong track record and extensive experience in communications and global public relations.
12/21/2023
In his new role working with private clients, local intermediaries and trustees, he will be actively involved in client and portfolio management as part of the investment team.
12/20/2023
Rowney added that Smith has been part of the Nucleus leadership team for the past two years and “his support and contribution through the integration of Nucleus and James Hay has been invaluable”.
12/20/2023
He previously served as head of wealth and institutional advisory solutions where he was responsible for Truist Wealth Advisors, Specialty, and Institutional groups.
12/20/2023
Canning will report to Folley and will be focused on building long-term strategic relationships with financial advisers.
12/20/2023
Kevin will be a great addition to our Edinburgh office and we look forward to having him on board
12/19/2023
Their promotion reflects their dedication to the firm, its clients, and their leadership within the industry and community.
12/19/2023
Former AJ Bell research head exited the platform in June
12/19/2023
He will report to Karim Gilani, the President of Greater China, Singapore, and International High Net Worth at Sun Life Financial.
12/19/2023
Albert Saporta joined GAM’s management in October after vocally supporting the firm’s takeover earlier this year.
12/19/2023
The team reported having served approximately $130 million in advisory, brokerage and retirement plan assets*, and joins LPL from Ameriprise.