07/23/2019
WH Ireland strenghtens Audit, Risk and Remuneration team
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
Wealth Tech Firm Adds Country Manager
With over 25 years’ experience in IT and the financial services industry, Haruka brings an array of skills to this new role
07/23/2019
Her skills and experience will be invaluable to the board
07/23/2019
Increasingly, family offices are looking to BTIG for our full-service offering
07/23/2019
The appointment of Alexandra Altinger ends of JOHCM's year-long search for a new boss.
07/23/2019
Maine Pointe adds Adam Smith to family office sector
Adam is a proven leader and is highly respected in the industry
07/23/2019
Paloma Gómez de la Higuera was named as a senior private banker, while Jaime Beruete Concostrina, Patricia Fitzgerald and Carlos Núñez Alfaro were also added to the team.
07/19/2019
Zedra has shown an ability to grow rapidly in new markets, bringing with it a fresh and new approach to the challenges of managing international clients business and wealth.
07/19/2019
Broad Street Investment Management, which was set up by Morton a year ago, has hired a chief investment officer from a rival wealth firm.
07/19/2019
TORI Global appoints wealth management head
He joins from EY
07/18/2019
He was most recently at Credit Suisse, where for the past six years he led the UNHW Individual segment for the Italian Market Area.
07/18/2019
The move means the Genevan wealth manager has solved one of its most pressing issues: long-term succession planning for the 64-year-old.
07/17/2019
Koenig began her career in 1997 as a wealth management advisor at Banque Populaire and then as a private banker at CIC.
07/17/2019
The new strategy will screen out firms involved in activities such as controversial weapons and civilian firearms, fossil fuels and tobacco.
07/17/2019
Wealth management firm appoints director to launch new financial planning arm
Will offer a holistic financial planning service extending the offering by supporting a wider clientele.
07/17/2019
RBC Wealth Management makes senior hires
In addition, RBC Wealth Management has appointed Annabel Bosman to the role of Managing Director
07/17/2019
RBC Wealth Management poaches Julius Baer MD
Annabel Bosman will head relationship management
07/17/2019
Banjo Adegbohungbe, Executive Director and COO of Coronation Merchant Bank joins CNBC Africa for more
07/17/2019
To bolster its Italian wealth management operation despite cutting 18,000 jobs worldwide
07/16/2019
Charles Stanley has hired a series of financial planners across its branch network.