05/22/2018
"My experience helping technology companies grow and stay ahead of the increasingly complex legal and compliance matters as they scale will allow me to add value right from the start," said new general counsel Allison Amadia.
05/22/2018
Spent ten years at Stonehage Fleming
05/22/2018
Scope said both the Board and BDA employees will work together closely to facilitate a smooth changeover to new leadership.
05/21/2018
Amongst many industry awards he was named Citywire Fund Manager of the year in 2002
05/21/2018
The bank said it was seeing a wide range of high net worth individuals coming on board, while the firm would work with other advisers to some clients as part of a broader team.
05/18/2018
A graduate from the HEC business school (France)
05/18/2018
In reflecting on the past 38 years, Koseff allowed "25 minutes of history".
05/18/2018
Her appointment also reflects the continued rapid growth of Carey Olsen Bermuda generally and the increasing volume of instructions we are seeing.
05/18/2018
The team has a total of €8.5 billion in assets under management, investing in both equity and fixed income markets.
05/18/2018
At Schroders, Rosemberg oversaw relationships with high net worth clients in private banking and financial advisory in Latin America, excluding Brazil and Mexico, from his base in Santiago.
05/18/2018
The team, previously affiliated with Wells Fargo Advisors, oversees $300 million in assets under management.
05/17/2018
Veteran LatAm advisor joins European private bank
He moved to Chile in 2013 to join the local Credit Suisse operation as a private banker serving high net worth clients.
05/17/2018
‘We are convinced that both will support us on Belvoir Capital’s further path to becoming a modern and innovative asset manager.’
05/17/2018
Daniel has more than 17 years’ experience in the wealth management industry.
05/16/2018
Iconiq Co-Founder Starts Rival Wealth Firm, Swipes at Conflicts
Boeding’s Epiq Capital will cater to ultra-wealthy clientele
05/16/2018
Wells Fargo Advisors Loses More FAs to Raymond James
"We’re very pleased to welcome Wayne and Steven, who share our values and longstanding philosophy that clients’ interests come first,"
05/16/2018
Boston Private Wealth Promotes Tom Anderson to Chief Operating Officer and Shannon Saccocia to Chief Investment Officer
Both Ms. Saccocia and Mr. Anderson will report directly to Scott Dell’Orfano, President of Boston Private Wealth.
05/16/2018
Wealth firm appoints ex-PwC managing partner to board
'Stuart was my boss and mentor when I was at PWC, and he really is a master in professional services,' Priday said.
05/16/2018
UBS moves 80 staff into artificial intelligence unit
Swiss bank switches its co-head of fixed income trading Chris Purves to head the operation
05/16/2018
JPM makes series of sales appointments following exits
James Wring has been appointed regional sales manager for South West England, having formerly been regional sales manager at Jupiter.