10/17/2019
iSTOX was admitted into the Monetary Authority of Singapore's FinTech Regulatory Sandbox in May this year, and aims to become fully operational next year after graduating from the sandbox in early-2020.
10/17/2019
Jon was a founding director of Brooks Macdonald in 1991
10/17/2019
John Wallace, Co-Head of UK Investment Management, says: “The strength of Brooks Macdonald’s relationships with advisers and clients is founded on having the best people.
10/17/2019
On joining Raymond James, Levens says: “Raymond James provides me with robust compliance oversight and award-winning research, while providing my clients with the security of a large parent company.
10/17/2019
CEO and founder of Helvetic Trust, Kaspar Grob, said: ‘With Remy Schraner, we can cover an increasingly important area of ​​sustainable investments with the highest level of competence.’
10/16/2019
Newcastle-based Tier One Capital has hired Michael Carrick as a senior wealth manager, following the acquisition of his advice firm.
10/16/2019
Vistra Strengthens Executive Leadership Team with Appointments of New Chief Commercial Officer and Regional Managing Director of UK, Ireland, Channel Islands, and Middle East
10/16/2019
Miss Boudra recently completed her Legal Practice Course with Distinction at the University of Law.
10/15/2019
Andrea Rossi, who has led Axa IM since 2013, exits as Axa group CFO postpones retirement to succeed him
10/15/2019
Following the exit of Srinivas Siripurapu from Standard Chartered, the private bank has swiftly hired a replacement.
10/15/2019
Mazzucco takes a highly personalized approach to providing investment and retirement advice to individuals, families, corporate executives, medical professionals, small business owners and retirees
10/15/2019
Three seasoned advisors have banded together to establish Noble Wealth Advisors
10/15/2019
The appointment is another part of Tier One Capital’s full integration of Carrick Financial Management into its operations.
10/15/2019
Mr. Dwyer will be reporting to Mr. Simons. Mr. Dwyer earned his MBA from the University of Miami and a B.A. from Providence College.
10/11/2019
Self Bank Banca Privada announced earlier this month its enhanced business model
10/11/2019
Filip Adamec has moved across to the newly-formed credit research team to serve as a high yield analyst.
10/11/2019
Sanlam’s group chief financial officer Jeremy Gibson is the latest departure at the firm.
10/10/2019
Andy Chai and Arnaud Tellier have been made co-CEOs of the French bank’s Asia Pacific wealth management division.
10/10/2019
Brewin Dolphin did not give a reason for his departure
10/09/2019
The team will file for registration with the U.K.’s Financial Conduct Authority before year-end, hopes to launch the fund in April with at least 500 million euros ($549 million) and plans to raise as much as 1 billion euros, said the people, who ask