11/01/2018
James Spooner, who joined the group on 15 August, will be working closely alongside Ante Razmilovic to develop the structured finance business, working with clients to identify and execute bespoke alternative financing solutions.
10/31/2018
Joins William Perry and Kathleen Dougherty-Klein in the Milwaukee office of Strategic Wealth Partners.
10/31/2018
Credit Suisse is rebuilding its equity operations in Dubai after scaling back a few years ago amid a slowdown in trading.
10/31/2018
‘We are committed to growing and strengthening our proposition in Scotland,’ said Martin Andrew, chief executive of Close Brothers AM.
10/31/2018
Swiss bank brings in two long-serving bankers from Nomura and Deutsche Bank
10/31/2018
UK innovation chief is the latest executive to ditch the banking sector
10/31/2018
New Head of Business Development will head up the launch of Focus’s new private client wealth proposition.
10/30/2018
Julius Baer is close to getting a license to do onshore banking and the company already appointed a head of office.
10/30/2018
They will provide investment management, retirement planning and other wealth management services to individuals, families, businesses, nonprofits and foundations.
10/30/2018
Top executive recruiter and financial services expert to lead global wealth management and private banking.
10/30/2018
He started his career with Barclays where he spent 25 years, the latter part as Sales Director and then Chief Operating Officer of Barclays Wealth’s International Personal and Premier Banking Division.
10/30/2018
Mr Fife is a member of the Society of Trusts and Estates Practitioners (STEP) and is a member of the STEP Bermuda Committee.
10/30/2018
He started his career as a graduate with UBS and has held roles in Credit Suisse and Coutts & Co where he was most recently Head of Tax & Wealth Structuring.
10/30/2018
Other hires include Nathan Valbonesi, who joins as a paraplanner with 18 years of financial services expertise.
10/30/2018
Richard Lindop gained experience of working sell-side and managing portfolios before successfully becoming a Level 7 Chartered Wealth Manager.
10/29/2018
The move will not affect relationship managers who cover Swiss clients
10/29/2018
Mr Arbuthnott will have responsibility for clients in the east of Scotland and a remit for growing the bank’s entrepreneurial, private client and charity customer base, as well as growing the company’s local footprint.
10/29/2018
Barings has been adding resources in the Asia Pacific region as part of its long-term growth strategy
10/29/2018
These appointments help to underscore how exciting this period is for Barclays Wealth Management.'
10/29/2018
Hale (pictured) initially joined Raymond James back in 2016 from Charles Stanley and headed the firm’s Solent branch, but he has decided to now take on a new venture with Carroll.