06/29/2020
Hambi’s appointment adds to Quilter Investors’ existing investment capability and follows other recent hires including Helen Bradshaw and Ian Jensen-Humphreys, further strengthening the investment team.
06/29/2020
He is also interim CEO of investment management firm Heal Partners.
06/29/2020
He will contribute his fixed income expertise and has been senior portfolio manager at Syz for more than 13 years.
06/26/2020
RBC Wealth Management-U.S. employs about 2,000 brokers. Morgan Stanley, which last month said it will expand its wealth business into Canada, has more than 15,000 brokers.
06/26/2020
The team of seven, including five advisors, oversaw $525 million in assets at Merrill Lynch, according to the firm.
06/26/2020
The Freeman team, which includes at least four client service and wealth management associates, are reuniting with Greg Spears, a former UBS advisor who left to become Wells Fargo Advisors’ Kansas market manager in 2015.
06/26/2020
ZKB Seeks New Private Banking Head
06/26/2020
The combined group will be known as Tilney Smith & Williamson upon completion and will be the UK’s leading integrated wealth management and professional services business.
06/26/2020
She previously also worked at Credit Suisse for over 17 years in a variety of roles including head of products and investment services.
06/26/2020
In her role, Marlene Nørgaard Carolus will contribute to the business strategy as the Swiss banking boutique embarks on its next phase of growth, following a transformative year.
06/25/2020
‘XP’s Private project is at its best moment in history.
06/25/2020
The current Board members Oscar Battegay and Thomas Bucher were re-elected.
06/25/2020
Deutsche Bank said it had also appointed Serdar Oezkan as chief financial officer for Italy, replacing Carmine Di Martino, who will leave the bank.
06/24/2020
Lloyd Harris will become head of fixed income at Premier Miton as the group eyes up new fund launches.
06/24/2020
Veteran wirehouse executive Beth Lawlor comes to the unit with more than 20 years of industry experience.
06/24/2020
Prior to joining Nuveen, Link spent six years as Chief Investment Officer at The Street and was co-portfolio manager of Jim Cramer’s Charitable Trust.
06/24/2020
Bennett is also qualified as a chartered tax adviser and is a member of the Chartered Institute of Taxation.
06/24/2020
He has considerable experience in international M&A and senior leadership roles, including three years as CEO in the financial services industry.
06/24/2020
Enrico Vietti’s extensive experience in financial markets and international clients across regions will be key to pursue the development of the Swiss franchise.
06/24/2020
Investor Daily understands that the move is intended to create better support for the bank’s private clients, whose needs are predominantly focused on home buying and deposits as well as financial advice.