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.
06/24/2020
Pascal Wengi joins from Crealogix
06/23/2020
He is supported by new hires Catherine Martin Mathy and Caroline Bennet-Akkaya, both of whom are partners and joined the firm in June.
06/23/2020
Clements was a key appointment for Syz Asset Management in 2014, when he was hired from Franklin Templeton to succeed Eric Bendahan
06/23/2020
He will report to Lee LeBrun
06/22/2020
Under the Financial Services and Markets Act 2000 as amended, the Chief Executive of the Financial Conduct Authority is appointed by the Treasury.