07/30/2019
Invesco makes two appointments to investment solutions team in London
Zouiten and Steeden will oversee the development of a team that will manage liability-aware
07/30/2019
Zouiten and Steeden will oversee the development of a team that will manage liability-aware
07/29/2019
“Mark and Rick are accomplished wealth managers who share First Republic’s commitment to delivering exceptional client service,” said Bob Thornton, President of First Republic Private Wealth Management.
07/26/2019
It's believed Knox, who spent 23 years at the Swiss bank and has been CEO since 2015, will announce his resignation in the coming days.
07/26/2019
Schmid spent less than 18 months at the Frankfurt-based bank, which has authorized a ramp-up of its wealth activities including aggressively poaching.
07/26/2019
Samantha brings with her a wealth of experience, including dealing with cases involving complex asset and property portfolios.
07/26/2019
The appointment comes in line with the firm's business development in Spain, with a focus on the segments of high net worth and ultra-high net worth individuals.
07/26/2019
The Geneva-headquartered group has strengthened its management capabilities with the arrival of a three new fund managers.
07/25/2019
Nordea wealth unit has reversed 15 months of net outflows
07/25/2019
A Spanish-born lawyer, Bujanda spent over 25 years working catering to high net worth and ultra-high net worth clients across the finance industry and extensive knowledge of the PPLI industry.
07/25/2019
Current general manager of NAB Financial Planning and NAB Direct Advice Tim Steele has also been promoted, and will assume the role of group executive, retirement and investment solutions from September.
07/25/2019
Industry veteran led Comerica Wealth Management
07/25/2019
The bank has been offering its products and services, as well as its expertise as a globally active wealth and asset manager, to its private and institutional clients in Basel for around 10 years.
07/24/2019
Having a leader with Barry’s experience and caliber in these key leadership roles will enable us to continue to drive the business forward at pace.”
07/24/2019
On Friday last week, RBS announced outgoing Chief Executive Ross McEwan will be joining National Australia Bank Ltd when his notice is finished.
07/24/2019
These three appointments follow shortly after Quilter Cheviot’s recent investment hires from Brooks Macdonald
07/23/2019
Hart joins from Rothschild Wealth Management where she was most recently its head of Southeast Asia.
07/23/2019
Hall, whose new practice will be called CLH Wealth Management, had been overseeing $150 million in client assets and was generating $1.5 million in revenue at UBS, Frick said.
07/23/2019
The move comes as the bank faces a lawsuit by a former graduate employee over her alleged rape by a superior at UBS.
07/23/2019
During his career of 24 years, Philip has advised and raised equity for a wide range of UK public and private companies.
07/23/2019
With over 25 years’ experience in IT and the financial services industry, Haruka brings an array of skills to this new role