11/05/2018
At Intertrust, Alison will lead the private wealth team in Guernsey and collaborate with colleagues and offices across the world to ensure the firm’s client services standards are met.
11/05/2018
Volker Buschmann joins Banque J. Safra Sarasin (Luxembourg) SA as Executive Director, head of the Wholesale and Institutional business for Benelux and the Nordic countries.
11/05/2018
The Board has seen this firsthand over the last three years during John’s service to Citi, first as Board counsel and most recently as a Director.
11/02/2018
In his new role Cuñarro joins a nine-person strong team as a relationship manager responsible for catering to ultra-high net worth clients in the Southern Cone.
11/02/2018
Cheviot Asset Management founder Michael Kerr-Dineen has made a dramatic return to the industry.
11/02/2018
He holds a Bachelor’s degree in Actuarial Sciences from Université Laval and is a Fellow of both the Society of Actuaries and the Canadian Institute of Actuaries.
11/01/2018
The company is now licensed to offer investment funds management, discretionary portfolios management, deal arranging, advisory services, and custody arrangements.
11/01/2018
The appointment comes after a period of upheaval for Brewin's Reigate office.
11/01/2018
Pang to Lead Expanding Business Unit Helping Families of Institutional Scale; Joins from JP Morgan Private Bank
11/01/2018
In his new role, Dupuy will oversee all aspects of strategy and execution for Rockefeller Wealth Management
11/01/2018
With over 15 years of tenure in SEI’s Institutional Group, Love has been at the forefront of driving SEI’s growth in fiduciary management and DC Master Trust.
11/01/2018
Tim and the Board have agreed that Tim will leave the business at the end of April 2019, having fully transitioned the role to his successor; he will step down from the Board on 13 March 2019.
11/01/2018
The majority of those affected by the UK leaving the EU will go to Frankfurt, and more could follow
11/01/2018
Mr Egan will commence at AMP as Head of Platform Development on 19 November 2018
11/01/2018
Wagstaff spent 20 years at Coutts as a wealth manager and senior private banker before making the move to Barclays, while Wade joins the firm after six years at financial advisers Wesleyan.
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