05/02/2019
"Guerrini's international experience and deep knowledge of the Swiss market will make him an important asset to the company for the advisory services we offer to private bank and asset manager".
05/02/2019
She will be joining us to build on John’s work since he founded the Company in 2008.
05/02/2019
Wealth manager looks to improve client engagement with expanded team
05/02/2019
The other hires include from the likes of Tilney and Rathbones.
05/01/2019
The role will be based in Zurich.
05/01/2019
He will report to chief investment officer Toby Vaughan and work on developing Brown Shipley's investment proposition.
05/01/2019
Santander increases its focus on its private clients
05/01/2019
Investec says it hopes to connect like-minded clients to drive collaboration and new wealth creation opportunities.
04/30/2019
An internal search for her replacement will begin this week after the job is posted.
04/30/2019
Jason Fertitta is the president of the new firm, which has partnered with Dynasty Financial Partners, according to a statement Monday.
04/30/2019
Senior distribution departures
04/30/2019
He succeeds Matthew Dabbs who has stepped down from the role but will remain with AAM in an executive role.
04/30/2019
Responsible for research and development of firm's product range
04/30/2019
He takes over from Agnès Garcia, who is now transversal coordinator for the key client group as part of Rémi Frank’s team.
04/30/2019
Private client investment manager appointments Head of Multi-Asset Funds
Chris Godding, Chief Investment Officer, commented: “Tilney has one of the largest multi-asset fund books in the UK, supported by a sizeable team of twelve analysts and portfolio managers."
04/30/2019
Zaremsky previously served as Regional Head for New York Private Banking
04/30/2019
He joined IRESS two years ago and has successfully established and led the expansion of our lending business in Australia.
04/30/2019
Four seasoned financial services specialists with impressive reputations – Rodney Baker-Bates, Stephen Kingsley, David Roper, and Roger Sanders OBE – join the new panel.
04/30/2019
Prior to her current role, Jenson was a managing director in UBS Financial Services’ Chicago market, where she was responsible for business development, risk management and recruitment.
04/30/2019
Bögli has held a partner position at the firm since 2017