05/22/2023
He joins Evelyn Partners from PwC where he spent four years working in its private business tax team and latterly leading the North East Innovations relief team.
05/22/2023
Only a handful of CEOs at large U.S banks during the 2008-09 crisis remain in their jobs
05/22/2023
Several team members are leaving with the team lead two months after the announcement of the merger with UBS.
05/19/2023
In addition to serving Greater St. Louis' high-net-worth individuals and families, Reynolds and his team lead the local delivery of services for PNC Private Bank Hawthorn
05/19/2023
Paul L. Cuneo joins UBS as a Managing Director and Financial Advisor, bringing nearly four decades of experience working in financial services.
05/19/2023
UBS has appointed Patrick Kelly as its new offshore product manager.
05/19/2023
ADQ, Abu Dhabi's third biggest sovereign wealth fund, has been hiring more bankers in the last two years as it steps up dealmaking in the United Arab Emirates and overseas
05/19/2023
The appointment of Anthony Chemla follows the announcement at the end of January that Liontrust had selected new providers of the Strategic asset Allocation (SAA) – Hymans Robertson – and risk profile oversight services – Defaqto.
05/19/2023
Victoria Stevens and Matt Tonge
05/18/2023
Charlotte Selby-Rickards and Charles Lawson have joined CBAM’s Cheltenham office as senior investment directors.
05/18/2023
Whelan and Investec Bank CEO Richard Wainwright are to step down as executive directors at Investec’s annual general meeting on 3 August.
05/17/2023
With more than three decades of wealth management experience, Hedberg says his company is committed to meeting clients where they are and educating them so they develop an understanding of personal finance.
05/17/2023
He started in the new role earlier this month.
05/17/2023
Chui joins the firm’s emerging markets equity China investment team as Michael Lai retires.
05/17/2023
Elemer Schneider began in March and serves wholesale and institutional clients for German-speaking Switzerland.
05/17/2023
Harrison joins Evelyn Partners from Fisher Investments
05/17/2023
Cornelia Stengel specialises in financial market and data protection law.
05/16/2023
The departing bankers include managing director Adam Reid, vice president Clarence Fok, junior analyst Ashley Low and associate Kevin Tian.
05/16/2023
Nick Hathaway is a Chartered Financial Planner and joins from Jerroms Financial Planning, where he has worked since 2018 and where retirement planning and NHS pension work with senior clinicians were areas of specialism.
05/16/2023
The appointment comes at a time when Singapore has been benefiting from strong inflows from wealthy people amid global economic uncertainty because of the city-state's status as a financial safe haven.