06/29/2023
The team will include equity trading, client portfolio management, index services, stewardship, and an expanded mandate for our Office of the CIO to cover performance monitoring and alpha enhancements across investment teams.
06/29/2023
Personal Finance Society 2023 chartered planner of the year Hazel Bowen will set up a financial planning arm for CGWM in Norwich.
06/29/2023
Peter Land joins Capital Financial Markets after suggesting that his approach to clients had ‘diverged’ from that of Walker Crips.
06/29/2023
Among the appointments is Esty Dwek, who was most recently chief investment officer at FlowBank.
06/29/2023
JPMAM established its APAC business in 1970 and has over 1,500 employees with $217 billion of client assets, as of 31 March 2023.
06/29/2023
Kari has extensive experience as an auditor
06/29/2023
Urs Widmer started his professional career in the consulting business.
06/29/2023
Need for ‘high quality’ IFAs and provision of financial advice across Europe ‘has never been more paramount’
06/29/2023
She will also be developing and executing PR activity for Schroders Capital, the private assets arm.
06/29/2023
Richard previously held roles at Mello as CEO of its investment servicing business in Europe and Robert Fleming in senior asset management and insurance operations roles.
06/28/2023
She will report to Marisa Drew, Group Chief Sustainability Officer, and become a member of the CSO Management Team.
06/28/2023
In addition to Clemente, the DCM team in Switzerland will be strengthened by further new additions in the issuing and advisory business.
06/28/2023
The appointment of Adrian Schneider by the Board of Directors of VP Bank is subject to the approval of the Liechtenstein Financial Market Authority.
06/28/2023
The remaining members of the board will take over their tasks.
06/28/2023
Replaced by Dee Sawyer
06/28/2023
Adrian Schneider has many years of management experience in the financial industry as well as comprehensive expertise in the investment business.
06/28/2023
Chief technology officer Will Thornton-Reid and head of IT development Steve Crichton have left the wealth manager.
06/27/2023
Nitin Singh has stepped down to pursue a new opportunity, prompting a reshuffle of the group’s management responsibilities.
06/27/2023
Mark and Stephen join the UBS Greater Boston Market managed by Jim Ducey, and will be located in the Boston Private Wealth Management office, reporting to Market Director Max Bardeen.
06/27/2023
In his new role, James will be responsible for the management and control of market, operational, compliance and legal risks related to the Guernsey branch.