11/12/2020
The research and insights team will work closely with the responsible investments team in the creation and publishing of analysis on sustainable finance, and house the firm’s portfolio reporting team.
11/12/2020
He will report directly to Dynasty Financial Partners’ President & CEO Shirl Penney.
11/12/2020
Matt has replaced Aidan McAvinue who moves to become a non-executive director of SWI.
11/12/2020
Joining Matthew Butcher's team
11/12/2020
Its Latin America business, headed by Jose Ernesto Fuentes
11/12/2020
In 2018, he was the company's highest earner, taking home nearly 2.27 million Swiss francs ($2.5 million).
11/12/2020
Before his stint at Premier Miton, Mr White managed a range of funds at Columbia Threadneedle and prior to that, Legg Mason.
11/12/2020
Brown Shipley has hired Martin Cuthbert as head of its Manchester office, replacing Nick Cringle who left the business in October.
11/11/2020
Credit Suisse Hires Ex-JPMorgan Veteran for Brazil Private Bank
He was JPMorgan’s head of onshore private banking in Brazil when she left in 2018 after almost two decades at the New York-based firm.
11/11/2020
Award winning chartered accountants expands private client legal services team in London
The firm brings a holistic blend of legal, tax and financial planning that clients increasingly need.
11/11/2020
As part of the company’s continued commitment to diversity and inclusion, the graduates represent a diverse range of backgrounds.
11/11/2020
Ng will remain based in London and join the investment committee of Moonfare.
11/11/2020
Key private bankers exit
All three wealth managers departing were part of a swath of wealth managers poached from Barclays.
11/11/2020
Odey hires Newton veteran to head new emerging markets team
UK boutique makes first hire for its new institutional business, with experienced investor set to launch an emerging markets business.
11/11/2020
Martin Gilbert joins board of Private Office
The co-founder and former chief executive of Aberdeen Asset Management joined the wealth manager's board this month as it looks to accelerate its growth.
11/11/2020
Pictet appoints Head of Wealth Management Italy
Alessandra and Paolo combine a sense for tradition with a strong entrepreneurial spirit.
11/11/2020
Prodi is an investment professional with over 20 years’ experience in banking, corporate finance and asset management.
11/11/2020
With Rolf Götschmann, a very conscientious, committed and loyal person has been found to take over the leadership of the General Secretariat. He has everything it takes to deal with the multifarious tasks of a Secretary General.
11/10/2020
Uday Odedra appointed UBS Country Head India
11/10/2020
In his new position, Reczek will be responsible for an improvement in the transition mechanism between the bank, relationship managers, and private-banking teams.