06/10/2019
Boutique hires ex-Goldmans wealth boss for key strategic role
He will sit on the board as an adviser on global wealth management strategy for Kingswood.
06/07/2019
Dallas-based Prospera, founded in 1982, offers support services to independent financial advisors around the country, the company says.
06/07/2019
Marais will oversee Wells Fargo's $476 billion asset management unit, replacing Kristi Mitchem months after she left.
06/07/2019
While a number have since resurfaced in positions at rival asset managers, Gerst, who was previously a co-manager on the GAM Luxury Brands Equity fund, joined the opera house at the start of June.
06/07/2019
Meanwhile, advisors in Idaho and Texas joined LPL's platform.
06/07/2019
As a highly experienced and results orientated business leader within the alternative funds and asset management industry
06/07/2019
Wealth manager grows distribution team in South East
He has a great track record in establishing key relationships, as well as nurturing existing business relationships.
06/07/2019
Friend will play a key role in meeting EQ’s growth goals.
06/07/2019
T. Rowe Price makes double hire
06/07/2019
My partners and I are delighted to welcome Melissa to the team.
06/06/2019
The new Service blends active and passive collective funds, with asset allocation managed to the Bordier UK Investment Committee’s centralised multi-asset allocation framework.
06/06/2019
The hires, which all have 20 or more years of experience in the wealth management industry
06/06/2019
‘We are currently four people and we are planning on growing in terms of both team and clients.’
06/06/2019
Practising Jersey law from Carey Olsen's London office, her appointment further strengthens the firm's Jersey funds offering.
06/05/2019
Equilibrium brings in seven new recruits
It comes after Equilibrium last month launched a dedicated recruitment website designed to attract, train and retain new talent as it pursues its ambitious targets.
06/05/2019
Invesco expands US offshore team
Invesco's US offshore unit is now part of its EMEA retail distribution unit with Baughan reporting to Íñigo Escudero, head of distribution for Iberia and LatAM at Invesco.
06/05/2019
The investment management firm has now welcomed 11 new investment managers to the business since the start of the year, across eight of its 12 offices.
06/05/2019
Melman joined the Edmond de Rothschild Group in 2006 as head of Allocation, Structured and Quantitative Investments.
06/05/2019
Raymond James hires three wirehouse veterans with $487M
Raymond James’ newest hires are industry veterans. Advisor Bill Miller has 25 years of industry experience, including stints at UBS and Prudential, according to FINRA BrokerCheck records.
06/05/2019
Goldman Sachs to hire 200 advisers to bolster wealth business
It is not clear if the hiring push will focus solely on clients in the US or Latin America or have a more global reach.