05/22/2019
Charles Stanley head of investment management exits
It is hoped the transformation project will standardise processes and create a simplified organisational structure.
05/22/2019
It is hoped the transformation project will standardise processes and create a simplified organisational structure.
05/21/2019
The wealth management veteran began his career as a Financial Consultant at Shearson Lehman Brothers in 1992 before joining Merrill Lynch in 1996.
05/21/2019
Bringing over 20 years' investment industry experience to the role, Winch previously worked as a director and policy head at the Principles for Responsible Investment and BT Pension Scheme Management.
05/21/2019
“Adding an experienced and dedicated relationship professional like Jaime to our team reinforces our commitment to providing our clients with a high level of expertise and service,” said Ken Pollinger, CEO and Co-Chairman of KFWA.
05/21/2019
Manhattan-based Goetz Fitzpatrick welcomes Alison Arden Besunder, Esq. as Of Counsel, adding Estate Litigation and Guardianship capabilities to their Trusts and Estates Department.
05/21/2019
is nonprofit leadership experience coupled with his background in investment management gives him a unique ability to serve our clients.
05/21/2019
Head of UK intermediary distribution
05/21/2019
He will be responsible for healthcare and consumer discretionary analysis.
05/21/2019
Gutzwiller is also president of the Association of Swiss Regional Banks.
05/21/2019
Wendy is very well regarded in the Wales and South West family law sector and is known as a highly successful businesswoman and a formidable negotiator working on behalf of high net worth individuals.
05/21/2019
He left his previous employer in February
05/21/2019
Avaloq said it expects to have a replacement lined up in coming months.
05/21/2019
The move is a reversal of copious poaching by Pictet
05/20/2019
He will manage the Citi Singapore’s consumer business and lead the consumer franchise in its ASEAN cluster.
05/20/2019
My ambitions have a clear focus on producing high quality investment returns and delivering on our client objectives.
05/20/2019
His move is the latest in a series of changes at Lombard Odier's 222-year-old partnership
05/20/2019
Rockefeller’s expansion in San Francisco is the latest development in the Firm’s strategic growth.
05/20/2019
He becomes Valvest’s sixth partner
05/20/2019
I am particularly looking forward to working with the existing team as we continue to provide an excellent, bespoke wealth management service to cater to our clients’ needs.’
05/17/2019
On behalf of the Board of Directors, I would like to thank Dan for his many contributions and wish him the best of luck in his future endeavors.