02/11/2019
Jeff Maurer said, "I have worked with Chris Zander for 25 years and know that as President of both Evercore Wealth Management and Evercore Trust Company he will help us continue to grow while never losing sight of our values."
02/11/2019
He has more than 30 years of experience in asset and wealth management
02/11/2019
Effective immediately
02/08/2019
This new division will focus on providing advisors with the tools and resources to support their growth and optimize their practices.
02/08/2019
They join existing shareholders, hedge fund billionaire Steven Cohen’s Point72 Ventures and Ireland-based family office Elkstone.
02/08/2019
Tilney’s chief risk officer Nigel Allman has left the national advice firm after 18 months in the role.
02/08/2019
He has joined Geneva-based wealth management firm Stanhope Capital
02/08/2019
Palatine Private Equity has backed the MBO of SMP Group, the corporate, trust and professional services provider.
02/08/2019
The role would involve liasing with relationship managers, creating quant models and supporting ‘demanding’ clientele when it comes to investment-specific strategies.
02/08/2019
Global external asset management department Relationship Manager Paul Le Gallez has been promoted from Assistant Vice President to Vice President
02/08/2019
Worked at Janus Henderson since 2006
02/08/2019
The approach Tribe has to both client engagement and to the business itself is unique in the sector and I am really looking forward to the future as part of a values and mission-led business.
02/08/2019
He leaves a firm well-positioned in its market, with exceptional adviser and client relationships driving a track record of market-leading levels of growth.”
02/07/2019
Leigh previously headed up the Private Banking and Discretionary Fund Management team at Kleinwort Hambros.
02/07/2019
Nathan Gibbs, the former Schroder Japan Alpha Plus fund manager who is now the group’s investment director of Japanese equities, will provide support for Taketsume, the company said.
02/07/2019
Midlands presence continues to expand following Index Wealth Management deal
02/06/2019
John [Porteous] joined in 2017 to focus on customer experience and services across Quilter’s end-to-end wealth management solutions.
02/06/2019
“I am thrilled to join Rockefeller Capital Management and the experienced leadership team that Greg has assembled”
02/06/2019
He takes charge of a department responsible for coordinating the Group's wealth management business activities, focused on the management and administration of assets as well as in the dedicated structure of Banca Sella.
02/06/2019
Fertitta’s change highlights the fragility of middle-management positions at large firms and also may indicate a broader management reorganization at Merrill Lynch Wealth, insiders said.