09/12/2017
Barclays plans UK private bank growth with appointment of new chief executive
In this role, she covered corporate, private equity and fintech clients across Europe and the UK.
09/12/2017
In this role, she covered corporate, private equity and fintech clients across Europe and the UK.
09/12/2017
High-Net-Worth Group Taps Leading Content Editor to Augment Brand Awareness
09/12/2017
From 2001 to 2004 he was Head of Asset Management at Intesa Sanpaolo Private Banking.
09/11/2017
He was recruited by EFA shareholders back in 1997 and has led the company ever since.
09/11/2017
Sanlam UK has hired John Pyburn as head of UK distribution.
09/08/2017
The team is expected to work across the a range of channels within the vertically integrated Old Mutual Wealth.
09/08/2017
The programs also assist in improving the visibility and relevance of smaller nations, especially in regions such as the Caribbean, by attracting big international developers and creating other global business opportunities.
09/08/2017
Beaufort Securities did not respond to a request for comment.
09/08/2017
Our private ownership allows us to focus on looking after the client as a long-term relationship and this is particularly resonating with clients.
09/08/2017
Before joining Leonteq in 2016 he was a partner at management consultants Ernst & Young.
09/08/2017
A spokesman for Zurich-based Falcon confirmed the move.
09/08/2017
It has 14 employees in London, but has been picking up some big hires.
09/07/2017
Critical to our success will be the talent and expertise of our team members who will be strategically located across our markets to provide coverage and expertise where it makes sense for our advisors and clients.
09/07/2017
The former global head of Private Banking at Standard Chartered Bank Michael Benz, has been appointed as senior advisor to the firm in Hong Kong.
09/07/2017
He spent the previous 15 years at Old Mutual Wealth.
09/07/2017
The SEI Wealth Platform is an outsourcing solution for wealth managers encompassing wealth processing services and wealth management programs and business process expertise.
09/07/2017
He joined the firm in 2007, and over the past 10 years held several key roles in the executives, entrepreneurs and lawyers, trustees and notaries divisions.
09/07/2017
I am extremely happy to have found one who I have known for several years
09/07/2017
He will serve as head of wealth management client coverage for Switzerland.
09/06/2017
She succeeds Len Brennan who will serve as chairman of Russell Investments through the end of 2017, after which time he will become a strategic advisor to the firm.