07/05/2017
The recent successes with our flagship solution, Figaro, taken up as a managed service by Alliance Trust & Savings and by James Brearley & Sons, proves that wealth management firms are keener than ever to de-risk their investments in technology.
07/05/2017
Bruce joins CBAM’s Glasgow office after six years in PwC’s regulated advice team
07/05/2017
The appointment will bring together two former Credit Suisse bankers.
07/05/2017
He joined the firm from Oddo & Cie in September 2008.
07/05/2017
He will be responsible for the investment strategy of Indosuez Wealth Management in Spain, Belgium, Italy and Luxembourg.
07/04/2017
He worked with Nomura, Barclays and Merrill Lynch in Singapore.
07/04/2017
Ex-AIG chief, JPMorgan veteran contacted by board for top job
07/04/2017
Vanguard recently launched an online platform through which it sells its ETFs directly to the individual customer.
07/04/2017
Joins as assistant fund manager
07/04/2017
India is a high-potential market for our group with a unique demographic profile.
07/03/2017
He led the client solutions office in San Francisco and was co-head of Liability Driven Investment in North America with BlackRock.
07/03/2017
He began his career with the Monetary Authority of Singapore where he served for almost 13 years.
07/03/2017
The veteran India banker was a key player in the integration of acquisition Merrill Lynch in India, which makes for roughly 10 percent of assets managed in Asia.
07/03/2017
He replaces Gerald Robert
07/03/2017
Schroders launched a new wealth business to service US clients.
07/03/2017
He used to work as head of Switzerland at Pimco.
07/03/2017
Waverton is held in very high regard by peers and clients alike for its fine heritage
07/02/2017
UK Finance to launch on Monday after merger of six trade bodies
07/02/2017
The FTSE 100 company acquired Henley Group in 2014, enabling it to service the British expatriate market in Hong Kong, Singapore and Shanghai.
06/30/2017
He is an experienced financial planner, and his appointment further strengthens our financial planning service that we offer our local clients.