05/04/2017
Sanlam UK makes a raft of new hires to drive excellence in its Wealth Division
The business has been re-organised into a vertically integrated model with Wealth Planning at the forefront of the business.
05/04/2017
A leader in the bank’s global digital strategies is coming to the states.
05/04/2017
We continue to see tremendous opportunity with the ultra-high-net-worth market.
05/04/2017
Ms. Eroshin is a CFA, CPA and CFP, as well as an adjunct faculty member at the University of San Francisco.
05/04/2017
Rachael qualified with a Big Four accountancy firm in the Isle of Man while working within their Tax Department.
05/03/2017
She joined SYZ Asset Management, where she developed the OYSTER franchise in German-speaking Switzerland and German-speaking countries until 2011.
05/03/2017
He brings a wealth of experience and an impressive reputation in the intermediary sector.
05/03/2017
Redmayne-Bentley’s head of trading, Nick Bettison, said: “The continued growth of our London and Henley teams comes at an exciting time for us, as we’re also looking forward to the relocation of our London office this month.”
05/03/2017
He was responsible for designing customised, private wealth plans for clients, as well as the execution of trust and estate planning efforts, with a focus on family wealth.
05/02/2017
ZEDRA expands into U.S. with new office and senior hire
Having a presence in Miami will strengthen ZEDRA’s footprint in the region by providing a cohesive foundation for and sustainable, long-term growth.
05/02/2017
deVere appoints GM of its challenger bank, deVere Vault
“deVere’s determination to bring the banking sector into the 21st century and to respond to the ongoing and increasing demand of consumers is a breath of fresh air.
05/02/2017
Leading offshore law firm Strengthens Private Clients & Trusts Team in Guernsey
Alison’s broad legal experience covers trust advisory work, employee share schemes and commercial trusts
05/02/2017
Wealth manager boosts team
He joins from HSBC where he was a Premier Relationship Manager, Wealth Adviser for nine years.
05/02/2017
She began her career at Cazenove & Co as a US analyst becoming Head of US Equity Research in 2001.
05/02/2017
He has was previously head of Barclays Wealth’s Edinburgh office.
05/02/2017
He will be charged with working on selecting and monitoring managers on public funds and is hired as part of Tresono’s wider push into fund research.
05/02/2017
Pos has over 20 years’ experience in the industry, and joins after spending four years as head of corporate development at Towry.
05/02/2017
They previously worked at Piper Jaffray.
05/02/2017
Bird & Bird has nearly doubled its partnership round this year while HFW has made up three
04/28/2017
Satchel will remain a member of the OMW executive committee