09/24/2018
He joins the company from Old Mutual Customised Solutions, where he was responsible for the portfolio management of the Premium Equity Fund and a suite of three derivative-based hedge funds.
09/24/2018
The company has extended its global reach, having doubled assets under management over the last 18 months to €24bn, with further growth expected.
09/24/2018
Canaccord hires Jersey wealth director from Brooks
Powell has worked in the wealth management and investment industry for over 20 years
09/24/2018
The appointment follows that of former Royal London chief operating officer Andy Grant as Tilney financial planning head earlier last month.
09/21/2018
The advisors in Wisconsin and North Carolina were managing an aggregate of $235 million.
09/21/2018
Senior lobbyist taking over leadership of funds industry trade body replaces 11-year veteran
09/21/2018
The appointment follows Netwealth's FY18 results earlier this month, where it reported an NPAT of $20.8 million.
09/20/2018
Street Talk understands Lazberger informed staff of his decision to step down on Thursday morning.
09/20/2018
He will start his new role in December.
09/20/2018
Avaloq hires from Credit Suisse
Avaloq’s front and back office products and its SaaS and BPaaS solutions continue to win new customers and deliver significant value for established customers as the digital transformation of the financial services sector continues.
09/19/2018
He founded franchises with numerous sovereign wealth funds and central banks, particularly in the MENA region.
09/19/2018
Richard’s appointment demonstrates our commitment to further growing and developing the business as we continue to strive to lead the industry as a truly international family office.
09/18/2018
Marshall will be the bank’s co-head of software, alongside Sam Kumar, who joined the bank in 2015 and covers Softbank Group.
09/18/2018
To shape sales and marketing strategy
09/18/2018
He was appointed a Group Managing Director and joined the Group Management Board in October 2013.
09/17/2018
Commenting on the appointment, Roger Clark, head of wealth management at Brown Shipley, said: “I am delighted to welcome Paul to Brown Shipley as we continue to develop our wealth planning expertise at a time of significant growth for the business.
09/17/2018
Credo is seeing growing demand for its newer UCITS funds, the Credo Global Equity and Credo Dynamic funds.
09/17/2018
She replaces Paul Boughton
09/17/2018
It has also teamed up with Von der Heydt Invest to offer a Sentiment Sicav Europe 600 fund.
09/14/2018
UBS Veteran Defects to U.S. Giant
After more than two decades with UBS, a veteran banker stepped down from her role. finews.asia reveals her next move.