09/27/2019
LPL Lures Back a Wealth Management Practice from Kestra
The transition team has been outstanding and it’s clear that LPL has made it a priority to offer differentiated service and support.”
09/26/2019
Allianz chief economic adviser and veteran fixed income specialist Mohamed El -Erian has joined Barclays’ board as non-executive director.
09/26/2019
Other renowned billionaires such as Alibaba’s Jack Ma and Facebook’s Eduardo Saverin have also made similar moves to secure top real estate in Singapore this year.
09/26/2019
He will report to Coley Jellinghaus, Deutsche Bank Wealth Management Americas’ head of investment managers.
09/26/2019
She brings deep operations knowledge and insight having previously worked at and advised several international banks.
09/26/2019
The firm said the hire reflected the "significant factor" mergers and acquisitions played in its expansion plans, in particular with larger firms.
09/26/2019
The expansion comes six months after Avaloq doubled the size of its London presence with a new office in the City
09/26/2019
Von Mentlen has been in the role for the past 10 years and will remain at UBS until the end of April 2020.
09/26/2019
She will move to Switzerland to work for SIX, which is based in Zurich.
09/26/2019
This comes on the back of our other initiatives to help SMEs to succeed and flourish including our dedicated £14bn SME lending fund
09/25/2019
He will now focus on strategic mandates outside of the bank.
09/25/2019
In his new role, he will work alongside Eric Mansuy, who assumed the Group COO role last fall and has been named group chief information technology & operations officer, reflecting his areas of core expertise and reporting to Price.
09/25/2019
Alex Brandreth has resigned after nine years in the firm, Wealth Manager understands
09/25/2019
Koller has been a member of the Executive Committee since 2007 and is head of Private and Business Customers.
09/24/2019
The prospects for growth are very exciting for Walker Crips and I am committed to creating new opportunities for clients and delivering value to all stakeholders.
09/24/2019
She reports to Robert Schlichting, country director for Germany and Austria at Lombard Odier IM.
09/24/2019
He will assume the role on 1 October 2019.
09/24/2019
EFG International appoints new Country Head for Portugal
EFG is pursuing its long-term strategy to develop and expand its presence in Portugal beyond its base in Lisbon in order to further strengthen its footprint in Southern Europe
09/24/2019
Two relatively new hires – one poached from Citi Private Bank – are given senior ‘private wealth solutions’ roles.
09/23/2019
Spain’s Banco Santander SA is chaired by Ana Botin. Cast the net a bit wider and things start to look thin.