09/22/2023
The deal was first announced in April, and involves an all-share combination of Investec Wealth & Investment UK and Rathbones, that leaves Investec holding 41.25% in the enlarged Rathbones business.
09/22/2023
The departure follows a reorganisation of the firm’s global fixed income and currency desk.
09/22/2023
Adam Ross and Rupert Stone have been appointed as divisional directors to spearhead the expansion of different regional hubs of the wealth business.
09/22/2023
Tricia Levin has been hired by Brown Brothers Harriman & Co. as the head of family office solutions.
09/22/2023
In the role, she oversees the delivery of strategic, operational, and financial outcomes for the wealth business.
09/22/2023
As a member of the management team, she reports to CEO Marco Boldrin , as was further learned.
09/22/2023
Denis Gilliot’s previous roles included head of private banking for Switzerland at ING.
09/21/2023
Joel Martinez had been at the asset management giant for 12 years.
09/21/2023
Revealed: Impax appoints Mark Bliss to a newly created role leading its global product development and design.
09/21/2023
Melissa works with affluent clients including families with generational wealth and entrepreneurs who have sold their companies.
09/21/2023
The relevant documentation will be published in the coming days.
09/21/2023
The ultimate supervision of the Takeover Board and the election of its members is the responsibility of FINMA’s Board of Directors.
09/21/2023
FINMA’s Board of Directors and Executive Board thank Johanna Preisig for her valuable contribution during her time at FINMA.
09/21/2023
He has been working for the company since 2018 and the Swiss started his career in an international investment bank.
09/21/2023
As academy director, Jones will report to Amanda Cassidy, managing director of Quilter Financial Advisers, and will drive forward the evolution of the Financial Adviser School during its transition into an academy.
09/21/2023
He is currently president of European markets at Nasdaq.
09/21/2023
Richard Smith joins
09/21/2023
Key senior hire strengthens and further enhances the firm’s Restructuring practice in North America.
09/21/2023
The appointment is subject to the formal approval of the European Central Bank.
09/21/2023
The private bank has recruited for its Zurich-based teams covering Iberia and the Middle East and Africa.