03/01/2018
Nedbank Private Wealth appoints new head
Stuart is a Chartered Wealth Manager, Fellow of the Chartered Institute for Securities and Investments and a Fellow of the Chartered Institute of Bankers.
03/01/2018
The announcement was accompanied by full year results which showed a 79% increase in assets under management to £649 million. Revenue is up 85% to £6.5 million year-on-year.
03/01/2018
New MD for Wealth Management Firm
Both Francis and Langham have been with the business for ten years.
03/01/2018
Riccardo Tisci to oversee CEO Gobbetti’s high-fashion facelift
02/28/2018
These strategic hires allow CTC | myCFO to expand its roster of tenured professionals, enhance the experience of UHNW clients and strengthen the group's capabilities and service to UHNW clients.
02/27/2018
Craig, who has 20 years’ experience in the banking sector, has held the role of Managing Director, Head of Portfolio Management Guernsey at Juilus Baer for the past two years.
02/27/2018
New PM Langlois has 20 years of industry experience
02/27/2018
“A new CEO is going to be appointed in due course,” said Jill Kremins, chief marketing officer at Boston-based BNY Mellon Wealth Management, confirmed on Monday.
02/27/2018
I know that as part of AFH I’ll be able to offer then an even better service
02/27/2018
Current marketing chief, Marie Gulin-Merle, departs for Calvin Klein
02/27/2018
Merrill’s PBIG unit includes around 350 brokers serving a limited list of clients with at least $2.5 million invested at the firm.
02/26/2018
Separately, Matthew Mossburg has joined Raymond James in El Paso, Texas, from Merrill Lynch, according to an announcement. Mossburg had been with Merrill Lynch for more than five years.
02/26/2018
He will lead the US sales and distribution teams, which focus on three main channels: independent agents, financial intermediaries and institutional investment managers.
02/26/2018
The hire reflects UBP’s desire to expand its range of products and services in Asia.
02/26/2018
Julius Baer is currently involved in a concerted wealth push across the UK, for which it has hired a number of Barclays alumni.
02/26/2018
Kristen Bitterly Michell appointed Capital Markets Head for the Americas
02/23/2018
The Breitmans control the Tezos technology through their Delaware-based company, while the foundation controls the funds raised.
02/23/2018
A SIX spokesman confirmed that Bibler had left the firm due to «differing views of the role,» without elaborating.
02/23/2018
Barclays Wealth Management targets Scottish growth with new appointment
Alexandra Mancini joins from Tilney
02/23/2018
Elvan Cetinel-Walker Swiss citizen, started her carrier in Istanbul in 1989.