12/02/2021
The bank said he will also leverage the Power of One Barclays, which connects clients to a broader offering, including the capabilities of Barclays' Corporate and Investment Bank to bring enhanced, tailored propositions to clients.
12/02/2021
Rothschild & Co has been in Italy for 25 years
12/02/2021
Thomas P. Leinwol and D. John Ruffa Join Advisor Group through Subsidiary Securities America
12/02/2021
Elizabeth will join Baker McKenzie in January 2022 and will be based in London, further bolstering the Firm's existing strong data privacy and cybersecurity and technology teams across Europe and globally.
12/01/2021
He previously held various roles at Standard Chartered Bank as an investment advisor and treasury specialist since 2010, as well as at DBS and Citibank.
12/01/2021
Michiel has been promoted from the role of Commercial Director, Corporate Solutions which he has held since joining Apex, earlier in 2021.
12/01/2021
Sarah Youngwood to succeed Kirt Gardner as Group Chief Financial Officer
12/01/2021
As head of relationship management, Mehrotra will lead a team of advisors nationally who deliver holistic wealth advice to clients in the innovation economy.
11/30/2021
He has also previously held a number of investment banking roles, working for Sheumack & Co. as well as at Torino Capital, both in New York.
11/30/2021
“We have always invested in our teams since Decalia was founded in 2014,” emphasized Sébastien Demole
11/30/2021
He will remain in his role through early Q2 2022 to support an orderly transition.
11/30/2021
Rob’s appointment to this role, effective immediately, reflects his many contributions over his 23-year career at Oppenheimer,
11/30/2021
Neil has more than 30 years’ financial services experience and joins from Francis Clark Financial Planning where he worked initially as a Paraplanner and latterly a Financial Planner.
11/29/2021
Tan and Tee report to Urs Brudermann while Darmawan reports to Ingrid Widjaya.
11/29/2021
He will be responsible for expanding Guernsey’s range of activities in the City of London, and ultimately throughout the UK, identifying opportunities for Guernsey financial services businesses.
11/29/2021
Christian Lorenz worked for Edmond de Rothschild in Geneva for more than twenty years
11/29/2021
Georgia Breeze, a former financial advisor at Barclays Wealth Management, will join Brown Shipley’s Manchester office as a client advisor.
11/26/2021
Stefan Gempeler, Head of Products and Operations and member of the Executive Board, is leaving Valiant to reorient himself professionally.
11/25/2021
He holds a master in business studies and is a CFA with 16 years of experience in the investment business
11/25/2021
These executive additions highlight Wilmington Trust's continued, positive momentum both in the Massachusetts and its other markets, beginning with the October 2020 expansion of an enhanced, client-centric operating model across its Wealth Management