01/26/2022
Quilter Cheviot's David Miller brings four-decade career in wealth management to a close
Joined Cheviot Asset Management in 2007
01/26/2022
Forum Finance appoints new partner from Reyl
He will initially be based in Geneva and will head up Forum Finance's Dubai office
01/26/2022
Five senior promotions for Credit Suisse team
Nick Kearns and Laura Quertier in the Global External Asset Manager department have been promoted to Director and Assistant Vice President, respectively.
01/26/2022
Fisch Asset Management expands Executive Committee
Chairman of the Board, Dr Pius Fisch, commented: “I am delighted that with this forward-looking solution we can ensure that Fisch will continue to be a successful, independent company for the benefit of all stakeholders.”
01/26/2022
KKR names Global Head of Private Wealth
Augments commitment to expanding access to KKR’s investment strategies for individual investors
01/26/2022
The Goodbody team of over 30 senior corporate financiers and advisers based across Dublin and London will report to Finbarr as the firm continues to grow its share of the corporate advisory market in Ireland as well as scaling up its sector-focused adviso
01/26/2022
PraxisIFM celebrates talent with a host of senior promotions
Seven of the promotions will see individuals move up to Associate Director level.
01/25/2022
He has been recruited by Bank of Singapore as head of structured products.
01/25/2022
He joined the company in January 2022 from Reyl, where he worked for 13 years.
01/25/2022
The ideal candidate will have been involved in leading the build of an investments or wealth platform from the ground up in an entrepreneurial environment.
01/25/2022
"I am confident that his proven track record will help to drive the business forward and maintain our strong foothold and reputation for excellent client service in the London private wealth market."
01/25/2022
Current CEO Felix Brem is retiring from operational management and moving to the board of directors.
01/25/2022
With Rob safely on board, I will continue to support the growth of IWP, particularly by focussing on our very busy acquisitions pipeline.
01/24/2022
Daniel joins GAM from Apostle Funds Management where he was a Sales Director responsible for building and leading its retail and wholesale distribution.
01/24/2022
A spokesperson for Goldman Sachs declined to comment.
01/24/2022
Amer Alameri as the bank’s new Head of Private Banking
01/24/2022
The Board welcomes Tom to the firm and is excited about the future that he will help develop for ERM and its clients.
01/24/2022
She was previously global economist at Cazenove Capital Management
01/24/2022
Paul Fox, Jason Armstrong-Butler and James Ross-Russell have been hired to expand CAM's services to clients in Cambridge.
01/24/2022
The San Diego headquartered wealth management firm welcomes Seth Meisler, CFA, CPA/PFS, CFP® in Minneapolis, Minnesota