05/16/2018
JPM makes series of sales appointments following exits
James Wring has been appointed regional sales manager for South West England, having formerly been regional sales manager at Jupiter.
05/16/2018
James Wring has been appointed regional sales manager for South West England, having formerly been regional sales manager at Jupiter.
05/16/2018
His will official start in his new role on 1 June 2018 and will report to Michael Klose, CEO of third-party asset management at Swiss Life.
05/15/2018
The new hires are the latest additions to the firm’s wealth management segment.
05/15/2018
Liddy has been providing financial and wealth management services to high net worth families, foundations, and businesses for over 25 years.
05/15/2018
Over the past year, J.P. Morgan Securities has pulled in a number of elite brokers and teams managing large books of business.
05/15/2018
Hoffmann was one of the bank’s most important managers over the past years.
05/15/2018
A group of five jumped after a short stint at Balyasny
05/15/2018
RBC Wealth Management has made a senior hire to its London-based relationship management team
05/15/2018
He will be tasked with building new and maintaining existing client relationships and growing the assets for the Guildford office, which currently sit at over £120 million.
05/14/2018
It was not revealed whether Simon Lue-Fong intends to stay within the industry.
05/14/2018
Prior to HSBC Global Asset Management she was a portfolio solutions specialist at Credit Suisse Private Bank and global strategist at J.P. Morgan Asset Management.
05/14/2018
Wells who is set to leave his post as a director, Middle East for Schroders said in his departing note to clients that he will be basing himself in the UK for the foreseeable future,
05/11/2018
Stan Chart’s wealth business still lacks scale – it only ranked as the 14th largest private bank in Asia by assets in 2017.
05/11/2018
With over 25 years of experience, Sumner Farren joins Rothschild Global Advisory from UBS
05/11/2018
She will be based out of the firm’s headquarters in New York.
05/11/2018
Hargreave retired after 35 years at the firm. Meanwhile, Evans, who had initially joined the company from Brewin Dolphin in 2015, has returned to his old employer.
05/11/2018
He specialises in advising high net worth entrepreneurial clients and will continue to be based in the Leeds office.
05/10/2018
A Credit Suisse spokesman confirmed the contents of the memo but declined to comment further on the hires.
05/10/2018
He left Sanlam Four in 2016.
05/10/2018
The new role, which will be in addition to Wendy’s existing roles as partner and local practice group head of the corporate team