10/22/2019
He will report to Lavanya Chari, head of global products and solutions, and regionally to Patrick Campion, head of wealth management Americas.
10/21/2019
Peter Irvine, Head of Product, says: “The appointment of Paul is another critical step forward for Acin as we expand our offering across the financial services sector.
10/21/2019
The company, which also has an office overlooking St Paul’s Cathedral in London, is committed to employing “more apprentices than ever before” to help meet demand in areas such as data management and operational analysis.
10/17/2019
His departure follows a much wider loss of 10 million euros ($11 million) at the 149-year-old wealth manager last year, from 300,000 euros in 2017, as finews.com reported in August.
10/17/2019
iSTOX was admitted into the Monetary Authority of Singapore's FinTech Regulatory Sandbox in May this year, and aims to become fully operational next year after graduating from the sandbox in early-2020.
10/17/2019
John Wallace, Co-Head of UK Investment Management, says: “The strength of Brooks Macdonald’s relationships with advisers and clients is founded on having the best people.
10/17/2019
On joining Raymond James, Levens says: “Raymond James provides me with robust compliance oversight and award-winning research, while providing my clients with the security of a large parent company.
10/17/2019
CEO and founder of Helvetic Trust, Kaspar Grob, said: ‘With Remy Schraner, we can cover an increasingly important area of ​​sustainable investments with the highest level of competence.’