06/26/2019
UK-based wealth management group appoints senior client partner to establish Midlands office
He was as executive director of Coutts & Co, where he spent 16 years advising a wide range of clients and families.
06/26/2019
Spanish online wealth manager appoints ex-Andbank AM's CEO as investment chief
Before his tenure at Andbank, Pérez Parada was also the CEO of Barclays Wealth Managers for Western Europe (Spain, France and Portugal), and the chief investments officer at JP Morgan Private Bank for EMEA.
06/25/2019
The reshuffle is part of Notz Stucki’s growth strategy
06/25/2019
He will specialise in the management and servicing of private clients.
06/24/2019
He will further strengthen our investment capabilities, with a particular focus on the family office segment,» founder and CEO Urs Brutsch said.
06/24/2019
He was awarded as one of the top 10 outstanding students of the Philippines.
06/24/2019
He will work as director of marketing and client relations.
06/24/2019
Wealth manager bolsters Bournemouth office with Brewin hire
Bournemouth office now has 40 members of staff.
06/24/2019
Rockefeller Global Family Office boosts team
“Carissa is an accomplished, trusted advisor to sophisticated families, with deep expertise in trust and estates, multi-generational planning, philanthropy and investment advisory.”
06/24/2019
Deutsche Bank Continues Wealth Management Expansion
We continue to hire top industry talent as we grow our presence in key markets in the Americas.
06/21/2019
BMO appoints Global Head of rebranded UHNW division
Kennedy, 54, who joined the Toronto-based bank last week, will lead a global expansion of the unit, with a team of more than 200 people, the company said Thursday in an emailed statement.
06/21/2019
A Chicago native, Kennedy holds an MBA from Loyola University of Chicago.a
06/21/2019
The Fort Lauderdale-based firm has been offering its broker-dealer and back-office advisory services to US onshore advisors since it was formed in 1997.
06/20/2019
A former senior UBS and Lloyds private banker has joined LGT Vestra as a partner
06/20/2019
She is a regular speaker at industry events and has been actively participating in conferences and roadshows that ALFI is organising in Luxembourg and across the globe.
06/19/2019
Robert Van Kleeck has resigned as manager of the firm's sterling bond fund after the mandate was closed to new investors in anticipation of 'large redemptions'
06/19/2019
The Marlborough Group has appointed Nick French from Russell Investments where he was managing director and head of UK wealth management.
06/19/2019
Her previous experience at City firms means that she understands both the onshore and offshore elements of the transactions
06/19/2019
He will draw from this experience to help advance the firm's modern approach to integrating all facets of wealth management solutions
06/19/2019
A company spokeswoman confirmed Tuesday evening that Mr. Willcox would continue to run the business until the transition of responsibilities to Mr. Gatch at the end of the year.