11/07/2022
The team will provide portfolio management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.
11/04/2022
The former fund buyer is taking on head of sustainable investing governance role.
11/04/2022
She’s the first female executive to hold this position, and is coming in following the retirement of Daniel Labonté.
11/04/2022
He was previously Group Deputy Chief Risk Officer since October 2020 and replaces Sadia Ricke who will leave the Group at the end of November to pursue an opportunity in the banking sector in London.
11/04/2022
He was Managing Director, Product & Profitability of the Trustee, Depositary & Fund Corporate Services division of RBC Investor & Treasury Services.
11/04/2022
She worked at an international bank where she was responsible for a team of Jersey-based Trust Relationship Managers who administered a variety of structures providing intergenerational planning for ultra-high net worth clients
11/04/2022
Sandra Phlippen is chief economist at ABN AMRO and will combine this position with her professorship.
11/04/2022
The previous head for Germany has left to work at a rival company.
11/03/2022
He will work closely with Schroders’ sustainable investment team and regional specialists and be focused on extending the strategic sustainability support provided for key clients.
11/03/2022
All three investment managers will work closely with private clients and intermediaries including financial advisers to manage their investment portfolios in line with their long-term financial goals.
11/03/2022
A 25-year veteran of the financial services industry
11/03/2022
Another new hire from Goldman is Craig Bricker, who is expected to take control of a new risk analysis and resolution group
11/03/2022
Goro joined the firm on 1 November 2022 and is based at GAM's Tokyo office, ensuring proximity to the market and clients.
11/03/2022
She will lead on family office structures administered in Jersey for clients in the Americas, Canada and the UK.
11/03/2022
In this previous role as head of private clients, he was responsible for relationship management and building the firm’s revenue-generating projects.
11/02/2022
The Management Board has appointed Paul Achleitner
11/02/2022
Alex Paget will join Downing Fund Managers in January from Liontrust Asset Management, where he was formerly head of client investment strategy.
11/02/2022
In her new role, Harriet will support the Operations Manager through the development and implementation of processes and procedures as well as oversee the onboarding of new clients.
11/02/2022
Mr. Serocold Joins Ares with Over 20 Years of Private Wealth Distribution Experience Across Europe and Asia to Support Rapidly Growing Base of Global Individual Investors
11/02/2022
It is understood Chambers, head of Morgan Stanley Wealth Management for Australia, is on leave and is set to retire from the bank as early as next week.