09/03/2020
His appointment follows a decision taken last spring by the head of Portfolio Management, Valerie Dujardin, to move into a governance position within the firm and to push her career into a new phase.
09/03/2020
With their focus on serving the interests of clients and their great personal commitment as advisors and entrepreneurs, they have been able to build up a portfolio of loyal clients in recent years.
09/03/2020
He also established a wealth management and insurance team at Willis Towers Watson and was leading a wealth team within investment consulting at PwC.
09/03/2020
Kleinwort Hambros has appointed Fahad Kamal as chief investment officer, replacing Mouhammed Choukeir, who in April became the firm’s third chief executive in two years.
09/02/2020
Credit Suisse, Goldman Sachs and King & Wood Mallesons have been appointed as advisers to manage the review.
09/02/2020
She was formerly vice president, institutional distribution, after joining the firm in 2016 from CTBC Investments
09/02/2020
John Bunch joins newly merged firm
09/02/2020
Frank joins SS&C from Lake Bridge Capital Ventures, where he was Managing Partner.
09/01/2020
With nearly two decades of wealth management and corporate finance experience, Jennifer is highly skilled in tailoring investment approaches to clients' needs, priorities, and preferences.
09/01/2020
Pershing tapped him as a consultant to develop a strategy for RIA custody and liked him so much it hired him to run the business.
09/01/2020
Three ex-wirehouse advisors come on board in Kansas City at a new location for the firm's employee channel.
09/01/2020
U.S. Wealth Management to hire hundreds of advisors in several locations across the country for remote advice unit in the next two years
09/01/2020
Matteo Maccio, Falcon's finance chief of two years who had largely managed the mergers-and-acquisitions process as well as the wind-down disclosed in April, will take over from Keller as CEO.
09/01/2020
He has joined Citi as a portfolio manager this month, a spokesman for Citi confirmed.
09/01/2020
Rémy Savoya was appointed head of corporate and institutional banking with effect from 1 September.
09/01/2020
BNY Mellon has appointed Björn Storim as Head of Germany, Switzerland, Austria and Central & Eastern Europe (the CEE), effective immediately.
09/01/2020
Cannell came to Northern Trust from SS&C where she worked in business development and key account management.
09/01/2020
Most recently, Stephen served as CEO of Global Consumer Banking at Citigroup, a role he held since 2015, retiring in November last year.
09/01/2020
In his new role he will support Succession in its next stage of growth and the delivery of its strategic plans.
09/01/2020
He will take responsibility for the day-to-day running of the business, whilst working closely with co-founder and senior partner, Gaynor Lyth, to shape the future development of the firm.