11/27/2018
During Howell’s tenure, he has overseen a number of acquisitions, including wealth manager Speirs & Jeffrey, IFA network Vision Independent Financial Planning and the private client arms of Jupiter and Tilney.
11/27/2018
The latest board shuffle comes amid a number of personnel changes since the merger that formed Standard Life Aberdeen.
11/27/2018
Adrian Lowcock, head of personal investing at Willis Owen, said at the time of Mr Formica’s exit that co chief executive arrangements were usually temporary.
11/26/2018
The move comes as BlackRock continues to consider Asia Pacific as one of its “most critical priorities”, according to chairman and CEO Laurence D. Fink.
11/26/2018
With over 20 years’ experience in capital markets, asset and wealth management business development and portfolio construction for large asset owner
11/26/2018
Wan's job is also a new one for UBS, which had previously delegated employee relations to its regions.
11/23/2018
Swiss bank has been a particularly active recruiter in the second half of 2018, while Deutsche sheds staff from its investment bank
11/22/2018
French lender BNP Paribas has lost a significant member of its Asia leadership team.
11/22/2018
The breadth of his experience, including his time as a multi-asset portfolio manager and as a relationship manager, gives him a detailed insight into the needs of investors.
11/22/2018
Her focus was particularly on the Greek market.
11/22/2018
These advisors are telling us they want the freedom to serve their clients as they deem most appropriate to their needs.”
11/22/2018
He is currently a Special Adviser on Risk and Regulation to the Central Bank of Ireland
11/22/2018
This ground-breaking initiative, which fuses asset management expertise with academic rigour, will seek to identify market allocation signals for systematic strategies.
11/22/2018
Wealth Manager revealed that 24 investment managers and support staff had left the firm to set up a new business with Cheviot founder Michael Kerr-Dineen.
11/22/2018
Faulkner, a former Wealth Manager cover star, had been recruited by Psigma earlier this year to work out of the firm’s Birmingham branch.
11/21/2018
Prior to his most recent roles at Deutsche Bank Wealth Management he was the head of asset allocation and quantitative analysis.
11/21/2018
Hammoud was previously with Barclays, where he has overseen the British bank's business in the United Arab Emirates and Oman for the last five years.
11/21/2018
All four partners served as senior attorneys with the Financial Industry Regulatory Authority (FINRA) Department of Enforcement.
11/21/2018
Moussa will be responsible for developing and executing quantitative investment strategies at UBS.
11/20/2018
Sources said Wilsons had also poached investment adviser Daniel Pitt, who joined Evans & Partners in 2009.