12/09/2019
It provides advice to clients with investable assets of £100,000 or more and offers its services on pensions, tax and estate planning, alternative investments, property, Isas, managed investment portfolios, insurance and protection.
12/09/2019
KBL’s Swiss operations only launch officially once its purchase of Bellevue Group’s banking division is completed in the first quarter of 2020.
12/08/2019
The departure of Moses would mark the most senior exit from the business since the ouster in August of former chief executive officer John Flint.
12/06/2019
Investec Wealth & Investment has hired Alex Barrell as divisional director of its Bristol office.
12/06/2019
She recently took the reins at the company founded by her father, trauma surgeon Aki Hintsa, in 2000.
12/05/2019
Recognized for her breadth of leadership across industries
12/05/2019
Evercore Wealth Management announces new CEO
As CEO, he will work to drive continued strong growth, providing clients across the United States with personal wealth management and fiduciary services in a manner consistent with the Evercore culture of excellence and integrity.
12/05/2019
A number of new leadership appointments were also made to the Group's global management team this year
12/05/2019
He brings more than three decades of wealth management experience to his new role.
12/04/2019
Zanotelli began his career in the private banking arm of now-defunct Swiss wealth manager Wegelin.
12/04/2019
As B. Riley Wealth Management's Chief Investment Strategist, Dietrich is focused on managing investments for private investors, retirement funds and private institutions throughout the United States.
12/04/2019
Raymond James has emerged as Canada's largest and fastest growing independent investment dealer.
12/04/2019
This strategic new hire follows other senior appointments announced in recent months evidencing the Group’s drive to build its Funds and Corporate servicing operations in the region.
12/04/2019
Simon has been in the international fiduciary business since 1982
12/04/2019
Kleinwort Hambros has appointed a financial planning head and made five key hires for the division.
12/03/2019
He will be based in London and report to Peter Reilly, CIO of real estate Europe at JPMAM.
12/02/2019
Carney, who is due to step down as head of the Bank of England in January, has urged the financial sector to transform its management of climate risk, and led various international initiatives to improve supervision and disclosure.
12/02/2019
Jacqueline joins Tilney from Investec Wealth & Investment
11/29/2019
Credit Suisse and Julius Baer bankers have been in demand at Deutsche Bank over the last year
11/29/2019
Prior to joining Malaysia Airlines, he spent 10 years with the Department of Tourism for the Philippine’s Embassy to the UK.