06/30/2017
I am very proud of what we’ve achieved over the last six years…. I am happy to hand over the business in good shape and want to thank my team for their dedication and support in our drive to create a great company.
06/30/2017
Old Mutual has been reducing its holding in the U.S. fund unit down to a minority stake as part of plans to split into four parts by the end of next year.
06/30/2017
He joined Old Mutual in September 2013 and served on its group audit and remuneration committees.
06/29/2017
Part of Scorpio's success is that it did not grow out of the traditional finance or consulting industry:
06/29/2017
Welge recently hired Ralf Mielke from J. Safra Sarasin and Jens Wissel from Hauck & Aufhaeuser.
06/29/2017
This resulted in its strong showing in both the gross and net retail sales tables.
06/29/2017
There were high profile fund manager departures at Neptune, Schroders, BlackRock and Axa in June.
06/29/2017
He has also served as an NED at Turks & Caicos Banking Co.
06/28/2017
The memo also said UBS would look to hire an economist to work with Tharenou and Haslem remains at UBS until the end of August to ensure a "smooth transition."
06/28/2017
Morley was CEO of Coutts between 2009 and 2016 and also spent seven years chairman of Royal Bank of Scotland International.
06/28/2017
The new role reflects the increasing importance of wealth planning to Canaccord Genuity Wealth Management and how much of a pivotal role it has to play in the growth of the business.
06/28/2017
We are delighted to be welcoming Mark on board
06/28/2017
She represents high-net-worth individuals and their families who have complex estate planning needs.
06/28/2017
New venture. Veteran financial planner Stephanie Sammons has launched her own wealth advisory firm
06/28/2017
UBS Wealth Americas has been on a well-publicized hiring diet since its CEO announced last June that it would slice recruiting of veteran brokers by 40% to save costs.
06/28/2017
In Boston, William Blair hired veteran advisers James Devins III and Joseph Roberts, also in May.
06/28/2017
Chief executive and founder Callum Murray said: “We’re honoured to welcome Sir Sandy to our board."
06/27/2017
Before joining Kina, Pawson held multiple roles at Westpac including general manager commercial banking and regional head South Asia and Pacific.
06/27/2017
Jon Little also became an independent non-executive director of the Old Mutual Wealth Board in May 2017.
06/27/2017
The trained economist is a UBS lifer, beginning his career at Swiss Bank Corp.