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.
02/06/2019
Rudnick, a third generation Partner with DLA, takes on a new executive role with Chicago-based financial services firm Cresset Capital.
02/06/2019
The bank is moving into offices on Rutland Square that offer double the space of its previous base on the same capital street.
02/06/2019
Deutsche Bank private banking division gathers a team in Italy of nearly 150 professionals, in charge of over €8m in assets under management.
02/06/2019
The institutional arm makes for nearly half of Pictet's 496 billion Swiss francs ($496.1 billion) in overall assets, with the rest from traditional wealth management.
02/06/2019
Investment vehicle founded by former Barclays chief undertakes strategic review
02/06/2019
Pfister said he plans to double the number of private bankers in the coming two years, including in Geneva
02/06/2019
Henckel is a Swiss finance veteran who was CEO of Switzerland's stock exchange from 2001 until 2008.
02/06/2019
In that role, Citi said she is responsible for double-digit revenue growth since 2015.
02/05/2019
In addition to years of experience, she has an extraordinary reputation in this arena and her unique insight will be an asset to BMT’s many endowment and foundation clients, and to our many individual clients with significant legacy ambitions.
02/05/2019
A Wells Fargo spokeswoman declined to comment on the team's departure.
02/05/2019
Swasbrook joined UBS in 2015 from Deutsche Bank