10/30/2018
Standard Chartered Private Bank hires head of wealth advisory from Coutts
He started his career as a graduate with UBS and has held roles in Credit Suisse and Coutts & Co where he was most recently Head of Tax & Wealth Structuring.
10/30/2018
He started his career as a graduate with UBS and has held roles in Credit Suisse and Coutts & Co where he was most recently Head of Tax & Wealth Structuring.
10/30/2018
Other hires include Nathan Valbonesi, who joins as a paraplanner with 18 years of financial services expertise.
10/30/2018
Richard Lindop gained experience of working sell-side and managing portfolios before successfully becoming a Level 7 Chartered Wealth Manager.
10/29/2018
The move will not affect relationship managers who cover Swiss clients
10/29/2018
Mr Arbuthnott will have responsibility for clients in the east of Scotland and a remit for growing the bank’s entrepreneurial, private client and charity customer base, as well as growing the company’s local footprint.
10/29/2018
Barings has been adding resources in the Asia Pacific region as part of its long-term growth strategy
10/29/2018
These appointments help to underscore how exciting this period is for Barclays Wealth Management.'
10/29/2018
Hale (pictured) initially joined Raymond James back in 2016 from Charles Stanley and headed the firm’s Solent branch, but he has decided to now take on a new venture with Carroll.
10/28/2018
He is currently based in Guernsey and will transfer to the BVI office once Immigration approval has been granted.
10/26/2018
Clark exited Standard Life at the time of its merger with Aberdeen Asset Management
10/26/2018
She previosuly worked within the wealth management division of UBS, covering ultra-high-net-worth individuals.
10/26/2018
Appointment Underscores Company's Commitment to Growth and Client Success
10/26/2018
Meanwhile, German group Hauck & Aufhäuser has yet to appoint anyone as deputy CIO in the wake of his depature.
10/26/2018
Quilter Cheviot parent group Quilter has gone through a major restructure of its management team following its IPO in June, with chief executive Martin Baines to step down.
10/25/2018
Georges' appointment also comes after Adrian Hallmark took over as CEO of Bentley worldwide one year ago.
10/25/2018
Kelly Coffey will succeed Russell Goldsmith as CEO of City National
10/25/2018
He is currently Head of Wealth Management Asia Pacific and Country Head Singapore.
10/25/2018
he worked at Swiss Bank Corporation and O’Connor & Partners.
10/24/2018
Will Serve as COO of Trust & Advisory Practice
10/24/2018
Mr Speirs joined Old Mutual Wealth, now Quilter plc, in 2015 to launch Quilter Private Client Advisers