08/08/2022
Client director at HL Ian Hunter said Caldicott's background in developing digital-led strategies that focus on client experience within the Financial Advice sector was something the firm is “really excited” about.
08/08/2022
The move will expand Boumalham’s current responsibilities as head of wealth sales for Asia Pacific at the bank, and he will continue to be based in Singapore.
08/08/2022
Stowe has spent almost a decade at Lowes, starting in an administrative role and occupying various other roles before he became a Lowes consultant.
08/08/2022
Mike Totton joins Latitude Investment Management as a senior analyst and will work across its global equity portfolio strategy.
08/05/2022
He was the Regional Head of Retail Banking and Wealth Management from July 2016 to June 2018.
08/05/2022
Senior climate change leader joins after roles at Google and UN Secretary General’s office
08/05/2022
He also joined the executive committee of wealth management for Switzerland and emerging markets.
08/05/2022
In line with growing client numbers and strong financial performance, Hampden & Co has added to its banking, senior management, and support teams during 2022.
08/05/2022
Evelyn Partners’ further expansion in this region comes after financial planner Catherine Glennon joined its Cambridge office in July.
08/05/2022
Highly experienced in banking and capital markets, Jean will lead the small business bank as it accelerates its digital development
08/04/2022
Rutledge and Custodio were each named Managing Director and Wealth Manager.
08/04/2022
The appointments were announced by Gregory J. Fleming, President & CEO, and James Ratigan, President of Strategic Advisory.
08/04/2022
In the newly created position of Head of Corporate, Wholesale and Institutional Marketing, he will be responsible for overseeing the company's marketing activities to professional and institutional investors around the world.
08/04/2022
Cranston joined First Republic in 2013 as a member of its Private Wealth Management executive team, helping to grow assets under management from just over $40 billion to nearly $250 billion.
08/04/2022
A chartered accountant by profession, he started his career at PwC and later holding senior positions at financial giants UBS and HSBC and European commercial bank West LB.
08/03/2022
After more than 33 years as a consultant at UBS Switzerland AG, Marianne Tillmann has accepted a new challenge in the Winterthur Consulting Group AG team.
08/03/2022
Tom Conquest and Tom Whitfield move
08/03/2022
He has been promoted to Head of Stockbroking
08/03/2022
This follows Richard McNamara’s decision to step down from his role.
08/03/2022
Mr. Thomas has joined the company’s Zurich office and is working alongside investment professionals from Robeco’s Thematic Investment team