05/15/2018
Thesis adds to Guildford office with RBC hire
He will be tasked with building new and maintaining existing client relationships and growing the assets for the Guildford office, which currently sit at over £120 million.
05/14/2018
It was not revealed whether Simon Lue-Fong intends to stay within the industry.
05/14/2018
Prior to HSBC Global Asset Management she was a portfolio solutions specialist at Credit Suisse Private Bank and global strategist at J.P. Morgan Asset Management.
05/14/2018
Wells who is set to leave his post as a director, Middle East for Schroders said in his departing note to clients that he will be basing himself in the UK for the foreseeable future,
05/11/2018
Stan Chart’s wealth business still lacks scale – it only ranked as the 14th largest private bank in Asia by assets in 2017.
05/11/2018
With over 25 years of experience, Sumner Farren joins Rothschild Global Advisory from UBS
05/11/2018
She will be based out of the firm’s headquarters in New York.
05/11/2018
Hargreave retired after 35 years at the firm. Meanwhile, Evans, who had initially joined the company from Brewin Dolphin in 2015, has returned to his old employer.
05/11/2018
Mills & Reeve announces new head of private wealth
He specialises in advising high net worth entrepreneurial clients and will continue to be based in the Leeds office.
05/10/2018
A Credit Suisse spokesman confirmed the contents of the memo but declined to comment further on the hires.
05/10/2018
He left Sanlam Four in 2016.
05/10/2018
The new role, which will be in addition to Wendy’s existing roles as partner and local practice group head of the corporate team
05/09/2018
Adele Turton, at Sirius Property Finance, said: “Securing this role at Sirius is a ‘finally’ moment for me and my team."
05/09/2018
He will report to Pierre Masclet and to Arjan de Boer, head of markets, investment & structuring, based in Hong Kong.
05/09/2018
Illy will start in his new role in December 2018. A spokesman for UBS confirmed the information.
05/04/2018
This is the latest of a number of Credit Suisse hires by Itaú after it brought over traders from the Swiss group for the launch of a new offshore hub for high-end investors earlier this year.
05/04/2018
He took over the role from the firm’s current head of wealth management Snorre Storset.
05/04/2018
Platform's three months of pain
05/04/2018
‘Their appointments will be an important factor as we implement the business’ wider growth strategy across the Yorkshire region.’
05/04/2018
He joins us at a time of significant regulatory change within the retirement sector and will help advisers provide excellent customer outcomes.