09/10/2018
He joins New York firm’s national platform for estate planning and administration bringing a practice focused on wealth preservation and tax planning strategies for high net worth individuals and affluent families and family offices
09/09/2018
Ms Hughes had yet to formally sign up to the role, but that she was expected to do so imminently
09/07/2018
Rogge has three decades of experience in wealth management
09/07/2018
Plambeck will work closely with Ariane Dehn, the head of sales for German-speaking Switzerland and Austria.
09/07/2018
The announcement of the move came in a memo sent to staff, which was seen by finews.com. EFG confirmed the appointment.
09/07/2018
His appointment is a clear reflection of our intention to become one of the best equity investment houses in Germany and Europe,” says Henning Gebhardt
09/07/2018
According to a shareholder note seen by Citywire Selector, the Geneva-based group has assigned Olivier Djopwouo and Stanislas Effront to support Sejournet on the fund.
09/07/2018
Albrecht has won numerous awards, including Fund Manager of the Year and Best Fund Manager for German Equities.
09/07/2018
Reached at his office at Raymond James & Associates, the firm’s employee channel, Shafer declined to comment on his decision.
09/07/2018
The UK is a global leader in investment advice and financial management.
09/07/2018
Berry and Haynes also change roles
09/06/2018
Paul Halpern will lead the Morgan Stanley’s cash management and deposits strategy.
09/06/2018
A career private banker, Chugh is well-known in Asian private banking circles and is believed to be headed to a rival bank in Asia.
09/06/2018
‘With his many years of private banking experience in building businesses and managing teams across in the UK, India and the Middle East, Aditya will add enormous value to our growth plans in the UK.’
09/06/2018
The firm has offices in Aberdeen, Dundee, Edinburgh and Glasgow.
09/06/2018
McCall is leaving the company, which was set up in 2015 and later bought out by a consortium of investors led by ex-Tory treasurer Lord Stanley Fink, to pursue other opportunities.
09/05/2018
Before joining BNY Mellon Wealth Management, Surapaneni was a Vice President, Private Client Advisor at U.S. Trust
09/05/2018
The Precious Capital Global Mining & Metals fund Siegfried previously ran at AgaNola will be the first strategy of the firm.
09/05/2018
At C Hoare & Co – which was founded in 1672 and provides current account and mortgage services – Steven will report to Lord Macpherson, chairman of the private bank.
09/05/2018
Head of Brewin Dolp[hin’s West End office Simon Blowey says: “We are thrilled that somebody of Keith’s calibre has joined us."