12/08/2023
David’s promotion to CCO, Americas will see him join IQ-EQ’s U.S. senior leadership team, where he will work closely with the wider team continuing to build on the firm’s solid growth in the U.S. and implementing further strategic growth
12/08/2023
As a member of the group executive committee, he will report to Maybank’s president and group CEO Khairussaleh Ramli.
12/08/2023
Investec sales chief Itumeleng Merafe will take over as CEO of Investec Private Bank from next year, taking over from Cumesh Moodliar.
12/08/2023
He holds master's degrees in finance and business law and tax from the University of Bordeaux.
12/08/2023
Stuart McCann will be joining Top 30 Under 30 star Harry Finster and former Atomos CIO Phil Smeaton at Oberon Investments.
12/08/2023
Schroder’s Chantale Pelletier and Ares’s Emma Haight join as Fidelity steps up its private assets push.
12/07/2023
Prior to that, he spent 14 years in Citibank’s London and Singapore offices serving in various capital markets, advisory and product management roles.
12/07/2023
He will remain a Global Investment Committee member and Co-Head of Investments, with overall responsibility for the firm's Private Infrastructure, Private Real Estate, and Private Debt businesses.
12/07/2023
Former Santander PB head Ben Covey has been appointed head of private clients, while Catriona Reed has been promoted to London head.
12/06/2023
She will report to Andrew Bell, Chief Commercial Officer at the bank.
12/06/2023
The CISI Board is comprised of representatives who are typically drawn from the financial services sector and meets five times a year.
12/06/2023
Prior to this he was Global Chief Risk Officer for Intermediate Capital Group Plc, the UK publicly listed alternative asset management group.
12/06/2023
As part of his new role, for which he will be permanently based in the UK, he is taking on the position of Designated Person Ashore.
12/06/2023
Firm adds advisors in Florida, Missouri, and Mississippi.
12/05/2023
Gallagher was previously founder and Chief Investment Officer of Connacht Asset Management and Partner at Goldman Sachs Asset Management
12/05/2023
Prior to joining UBS, Andrea was a senior banker at J.P. Morgan Private Bank, where she advised ultra high net worth families in the U.S. and Latin America for over a decade.
12/05/2023
Prominent legal and wealth management expert to lend insights, drive advancements in next-generation estate planning platform
12/05/2023
This is apparently due to a last-second withdrawal and a difficult handover from one headhunter to the next.
12/05/2023
This was in order to continue his professional career outside of the BKB group, as it was said.
12/05/2023
Appointment Underscores Company’s Commitment to UK Market