01/11/2019
Adviser trade body reshuffles board members
The departures were officially confirmed through Companies House records today, with new members appointed to the board last September in time for the transition.
01/11/2019
The departures were officially confirmed through Companies House records today, with new members appointed to the board last September in time for the transition.
01/11/2019
He will take up a role with Switzerland's Partners Group to advise on impact investments.
01/10/2019
Greg Palm has waged one battle after another for Goldman Sachs.
01/10/2019
Ryan practised at Withers and then Clifford Chance.
01/10/2019
He is a past board member of the Financial Planning Association of Middle Tennessee and member of the Middle Tennessee Estate Planning Council.
01/10/2019
The new firm will also take over individual mandates dedicated for wealth management clients.
01/10/2019
The HSBC calling card has been very attractive in welcoming talent.
01/10/2019
Aisling becomes a partner alongside a team of very experienced professionals
01/10/2019
We’re proud to welcome these talented professionals
01/09/2019
Philip Wong joins the bank from HSBC Private Banking, where he worked for 13 years.
01/09/2019
Prior to this, Malcolm worked at JM Finn & Co where he was involved in the management of private client and ETF model portfolios.
01/09/2019
Davida is an experienced litigator who also deals with employment, contracts and mental health matters (including work-related psychiatric injury litigation).
01/09/2019
Walker will remain with the business and continue to manage client money.
01/09/2019
Matthew Honour joins as asset management specialist, responsible for growing Charles Stanley’s managed portfolio sales in the South.
01/09/2019
The position at SCCN is part-time only. Rinderknecht-Liang is a financial specialist at China Construction Bank (CCB) in Zurich, responsible for customer relations with banks and insurance firms.
01/09/2019
He is now working as an analyst in private wealth, according to his profile on LinkedIn.
01/09/2019
From Ardmore Partners
01/08/2019
Latitude Investment Management nabs new hire from Fidante Partners
01/08/2019
He joins Credit Suisse from Citi Thailand where he was the head of Thailand equities and head of sales at Citicorp Securities.
01/08/2019
Wieting will retain his current role as chief investment strategist, which he has held since May 2013.