08/21/2019
Chilton Trust, a wealth-management firm managing about $5 billion in assets, wants to meaningfully grow its adviser head count over the next two years.
08/21/2019
Driving the Global Green Finance Agenda through International Dialogue, Partnerships and Trade
08/21/2019
Her strong background and expertise make her the ideal candidate for this role
08/21/2019
Prior to that, she worked at Fiduciary Trust and Banque SCS Alliance. She was rated by Citywire for the first time in 2016.
08/20/2019
Teo was most recently a Hong Kong-based director of equity capital markets for Credit Suisse.
08/20/2019
“What attracted us to Raymond James was the fact that advisors have independence and can truly own their practice and client relationships,” Creef said in a statement.
08/20/2019
The bank confirmed the hire of Imhof, who will report to investment management head Bjoern Jesch.
08/20/2019
The departures highlight the challenge facing Sanlam's UK chief executive Jonathan Polin as he pushes through an ambitious growth strategy
08/20/2019
The role remains subject to FCA approval
08/20/2019
Steven will assume the role on 23 September and will report into Andrew Hillery, Head of UK Private Banking at Kleinwort Hambros.
08/20/2019
Novakovic will take up her new position, which is based in Frankfurt, on 1 September.
08/20/2019
Financial advice business makes double appointment
08/20/2019
The firm says it is also preparing to hire a further research analyst and investment strategist in due course.
08/20/2019
Tee succeeds Claude Haberer, who has led the expansion of Pictet’s Asian business since 2011.
08/20/2019
Bub has over 25 years of experience in the wealth management and independent investment advisory industries.
08/19/2019
Fundsmith founder and chief investment officer Terry Smith said: “We are pleased to welcome Scott to Fundsmith to focus on the fast growing number of IFAs who have chosen Fundsmith for their clients’ investments.
08/19/2019
Tee Fong-Seng, who joins as the succeeding CEO of PWM Asia, was most recently chairman of EFG Bank’s Asia advisory board.
08/19/2019
The role is based in Zurich.
08/16/2019
Post will report to Paolo Anastasi, a member of the executive committee and head of private banking.
08/16/2019
He will ensure the continuity of key initiatives, and drive further growth for its wealth and international business in the new role.