03/28/2023
His extensive lender network enables him to provide tailored financial products and services for residential, buy-to-let, bridging, commercial, and development properties, as well as life assurance recommendations.
03/28/2023
He said he has decided to “call it a day and pretend to do some gardening”
03/28/2023
PKB brings EFG Bank’s former head of wealth planning Alfonso Rivolta on board as it ramps up wealth management services.
03/28/2023
Andrew Mays and Sebastian Culpan-Scott have joined Investec Wealth & Investment's Bournemouth and Cheltenham branches respectively.
03/27/2023
In addition to his wealth planning role, he will also help drive the agenda for the bank's ultra-high net worth business in Asia on an interim basis.
03/27/2023
The appointment of Dr Mara Harvey and Dr Rolf Steiner is subject to the approval by the Liechtenstein Financial Market Authority (FMA).
03/24/2023
Emma Howard Boyd and Quintin Price are stepping down from the fund firm's board with immediate effect.
03/24/2023
In his new role, Briscoe will report to Ryan Primmer, global head of investment solutions.
03/24/2023
Wealth Manager understands investment director Richard Neville-Rolfe will continue to work for the business in a consultancy capacity.
03/24/2023
Simon brings a wealth of valuable experience and expertise to Saffery, which will complement the depth and breadth of skills within the team.
03/24/2023
Luc Frieden joined the Board of BIL as Chair in 2016
03/23/2023
In the role, Kwong will work closely with Credit Suisse’s leadership team and senior bankers in the Southeast Asia markets to build and strengthen relationships with key clients and stakeholders in the region.
03/23/2023
She will also retain her current role as head of client coverage, APAC.
03/23/2023
Cassar and Durmaz join Marcus Cave and Andrew Budge in the team after they transitioned from internal roles.
03/23/2023
He will leave the bank at the end of May 2023.
03/22/2023
Prior to this, he trained at Amhurst Brown Colmbotti and worked at Burges Salmon.
03/22/2023
New Partner Stéphane Assemat has a remit across Switzerland and Benelux
03/22/2023
Based in Paris, Alexandre Drabowicz reports to Delphine Di Pizio-Tiger and succeeds Vincent Manuel.
03/22/2023
New role deepens KKR’s commitment to collaborating with private wealth firms and financial advisors and expanding individual investors’ access to its alternative investment strategies
03/21/2023
Mike Cuthbert and Phil Smeaton