06/11/2019
Deutsche Bank Wealth Management makes two more senior UK appointments
Deutsche Bank Wealth Management announced the launch of a service to offer regulated mortgages to private-banking clients in the UK at the end of last month
06/11/2019
Premchand will be responsible for the Genevan bank's ultra-rich clients from the Middle East and Asia, including the Indian sub-continent.
06/11/2019
Ms. Perez has over 14 years of experience working with high-net-worth clients in various wealth management roles throughout her extensive career in North America and Europe.
06/10/2019
Under the old charter of the SSS, the pension fund was allowed to appoint local or foreign fund managers to manage the IRF.
06/10/2019
Wealth manager grows distribution team in South East
In his new role, Keen reports to Steve Hill, Head of Intermediary Sales.
06/10/2019
Many global banks in Asia, including Credit Suisse and UBS, have made organisational changes in the last couple of years
06/10/2019
Mr Stevens will focus on growing the number of financial planners within Intrinsic through training, recruitment and acquisition, supported by Mr Smith's 15-strong team which will remain with the school after his departure.
06/10/2019
Brown Shipley taps former Coutts boss to chair board
“I would also like to thank David Rough for his invaluable support and guidance to the business having served on our Board since 2005 including two tenures as Chair.”
06/10/2019
Ocorian further expands Luxembourg funds business with two senior level hires
Ocorian is committed to growing a robust and responsive fund service offer for the Luxembourg market, and a localised depositary service is central to that.
06/10/2019
Boutique hires ex-Goldmans wealth boss for key strategic role
He will sit on the board as an adviser on global wealth management strategy for Kingswood.
06/07/2019
Dallas-based Prospera, founded in 1982, offers support services to independent financial advisors around the country, the company says.
06/07/2019
Marais will oversee Wells Fargo's $476 billion asset management unit, replacing Kristi Mitchem months after she left.
06/07/2019
While a number have since resurfaced in positions at rival asset managers, Gerst, who was previously a co-manager on the GAM Luxury Brands Equity fund, joined the opera house at the start of June.
06/07/2019
Meanwhile, advisors in Idaho and Texas joined LPL's platform.
06/07/2019
As a highly experienced and results orientated business leader within the alternative funds and asset management industry
06/07/2019
Wealth manager grows distribution team in South East
He has a great track record in establishing key relationships, as well as nurturing existing business relationships.
06/07/2019
Friend will play a key role in meeting EQ’s growth goals.
06/07/2019
T. Rowe Price makes double hire
06/07/2019
My partners and I are delighted to welcome Melissa to the team.
06/06/2019
The new Service blends active and passive collective funds, with asset allocation managed to the Bordier UK Investment Committee’s centralised multi-asset allocation framework.