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.
07/16/2019
Earlier in the year, Rothschild CEO Laurent Gagnebin explained to finews.asia that although successful, the firm was just too small to maintain two offices in Asia.
07/16/2019
REYL Group announces new appointment
In his new role, he will continue the Bank’s transformation and automation efforts
07/16/2019
The financial services industry vet-turned-CXO will lead combined efforts of both client and advisor experience across all business lines
07/15/2019
Tan was most recently head of operations for Meyado Private Wealth Management.
07/12/2019
Philip Kewin, AFA chief executive officer, said Coulter had come to the AFA with extensive experience in financial services.
07/12/2019
He will assume his new role in October 2019
07/12/2019
In 2015, the firm was awarded a licence to manage pension plans.