02/27/2024
Quilter adds pair of firms to adviser network
Sports Media and Entertainment Wealth Management and Holroyd Wealth Management join
02/27/2024
Sports Media and Entertainment Wealth Management and Holroyd Wealth Management join
02/27/2024
Clark will join the wealth manager’s fund research and investment strategy team.
02/26/2024
Charles Williams will join former colleague Matthew Fry in the firm’s London office.
02/26/2024
He delivers J.P. Morgan’s word-class capabilities
02/26/2024
His career also includes the major bank UBS.
02/23/2024
In this newly created position, Erik will be responsible for accelerating growth across WIM’s independent business.
02/23/2024
Pettinelli Financial Partners, led by Dennis and Jon Pettinelli, has joined Stratos Wealth Partners.
02/23/2024
He will be based in Stockholm and will report to Henrik Jonsson, Head of Nordic Region.
02/23/2024
Marta Bretones spent 18 years at Santander AM
02/23/2024
Their appointments support the recent growth of the firm, natural leadership succession and ongoing new product innovation and rollout.
02/23/2024
The step is due to her career change to Deutsche Bank.
02/23/2024
Azura opened its Singapore branch in 2020
02/23/2024
The firm wants to continue its digital transformation.
02/23/2024
Tom Wildgoose is to join the thematic-focused UK boutique as a senior portfolio manager in the global equities space.
02/23/2024
Kim-Andrée Potvin joins Bank Bonhôte after recent years working at boutique firms, but with almost 17 years at French giant BNP Paribas on her CV.
02/22/2024
In the role, he will be responsible for strengthening the offering including securities lending, foreign exchange services, triparty collateral management and financing.
02/22/2024
Adam Young, who has founded two wealth businesses in his 30-year career, joins as private office director.
02/22/2024
She took up her position at the bank's headquarters in Neuchâtel at the beginning of January.
02/22/2024
Commenting on the appointments, Melanie Roberts, head of charities, said. “Their expertise aligns with our commitment to deliver positive, long-term returns for our charity clients.
02/22/2024
The previous head of multi-asset solutions, Philippe Pol, retired after 24 years at the firm.