02/10/2023
She explained just what Barclays brings to the table for these UHNW clients, especially the close collaboration with the corporate and investment bank, and also how and where the bank seeks to truly differentiate itself.
02/09/2023
Regulator rules ensure open-ended mutual funds cannot hold more than 10 per cent in unlisted assets.
02/09/2023
George Holloway reunites with former colleagues Steven Beaney and Martin Guilbert at the start-up
02/09/2023
His successor is named as Andrew Schlossberg, who was previously senior managing director, head of Emea
02/09/2023
Deutsche Bank has appointed Serene Wee as managing director and senior client partner in Southeast Asia wealth management.
02/09/2023
Katrina is recognised for providing innovative solutions to clients' complex legal needs, delivered in a prompt and friendly manner.
02/09/2023
IAM Advisory promotes four of its most senior staff and appoints a new senior leadership team
02/09/2023
Chelsea brings to Alex Picot seven years of trust experience, with which she will oversee a portfolio of client accounts and a team of administrators.
02/08/2023
David provides a comprehensive assessment of the global economy before discussing RBC’s approach to capital allocation.
02/08/2023
In his new role, Aronovitch will also retain responsibilities for sector client coverage as vice chairman of the consumer retail group.
02/08/2023
Guillermo Moreno Fontaneda joins with immediate effect to meet increasing demand from clients following the launch of Rothschild & Co’s Wealth Management business in Spain in 2021
02/08/2023
The private bank puts fresh faces into leadership positions following first full-year profit.
02/08/2023
REVEALED: Sam Konrad will work alongside Jason Pidcock to manage the £1.1bn fund.
02/08/2023
Roland Inauen, who worked in the cantonal bank for more than 22 years, will assume the head role at the private banking international branch in St Gallen.
02/08/2023
Ricky joins as a Director in Sionic’s specialist Asset Management Practice, with a focus on expanding the firm’s reach across the buyside, including in North America.
02/07/2023
Senior Wealth Advisor joining from Morgan Stanley takes a high-touch approach to wealth management that meshes seamlessly with firm's culture
02/07/2023
Dave Dase, head of franchise relationships, will take over for Duran, who will still work with the firm on a new coordinated effort to bring Goldman’s capabilities across divisions to the RIA community.
02/07/2023
Lovell joins Citi Private Bank alongside ex-Sanlam colleague Andrew Lewis.
02/07/2023
Thorpe replaces Neil Johnson, who is retiring after 16 years with True Potential.
02/07/2023
Aymeric Forest departs