03/06/2020
The new recruits join more than 8,000 independent and employee advisors at the St. Petersburg, Florida-based firm, which oversees total client assets of approximately $876 billion.
03/05/2020
Current chief executive will step down after 25 years at the company
03/05/2020
It’s an exciting time to be joining the company, not only with David and Hamish’s appointment, but also with the developments in our asset management offering in Europe.
03/05/2020
The company liked his work so much that it hired him to run the business in 2008.
03/05/2020
Festa brings in-depth experience of credit analysis, security selection and risk mitigation to the team.
03/05/2020
How Hamers plans to replicate this approach at UBS, where the average age in top management is 56, remains to be seen.
03/05/2020
Each of these hires brings experience, expertise and perspective that align perfectly with where we are looking to build deeper connections with our growing client base.
03/05/2020
This is at least the second bank wealth management program Raymond James has scored from Infinex in recent months.
03/05/2020
Partners Group has its headquarters in Zug and has CHF 89.5m in assets under management.
03/05/2020
Jay is a global authority on restructuring
03/05/2020
Sanlam UK has hired Lydia MacDonald as a portfolio manager in its Brighton office, as its current Brighton boss Tony Gammon is set to retire in April.
03/05/2020
UK investment firm’s Irish unit is also set to get a new deputy chief executive
03/04/2020
Her fresh perspectives and ability to generate creative solutions will enable her to have an immediate impact.
03/04/2020
The industry is waking up to the potential of Cloud and it’s essential that we continue to provide our clients with access to cutting edge digital innovation and technology.
03/03/2020
Kingswood hired Harriet Griffin as its chief operating officer, who formerly held the same role at Charles Stanley in its private client investment management team.
03/03/2020
Thomson will work closely with Head of Sales, Rachel Le Derf and Jonathan Woolley
03/03/2020
Yates spent the past year running a family office in Switzerland, and previously ten years at Baker McKenzie in Zurich, where she was a partner and head of wealth management and U.S. tax matters.
03/03/2020
HSBC, by contrast, unveiled a new strategy but maintained its interim CEO while apparently continuing to search for a permanent replacement.
03/03/2020
Prior to joining Evercore Wealth Management in 2012 as a Managing Director, he led a team of portfolio managers at US Trust in managing the assets of high net worth individuals and family foundations.
03/03/2020
All other current members of the Board of Directors will stand for re-election.