03/12/2025
Their leadership, insight, and passion for excellence have made a lasting impact, and we have every confidence that they will continue to elevate the level of service and strategic guidance we provide.
03/12/2025
Andy has over 25 years of experience in financial services
03/11/2025
The banker, who covers China ultra-high net worth market, has left the bank after one and a half years.
03/11/2025
Reto Cueni had been Vontobel’s chief economist since 2020.
03/11/2025
He most recently served as Sales Director Switzerland at Nordea Asset Management.
03/11/2025
The changes are effective as of August 25, 2025.
03/11/2025
The asset manager has hired a well-known name in the investment landscape in the Middle East to bolster its client solutions.
03/10/2025
She joins from The Private Office and will focus on providing tailored financial planning in Leeds and Harrogate.
03/10/2025
Tims primary objective is safeguarding his clients' assets, mitigating risk while leveraging his 15 years of experience.
03/10/2025
The firm has appointed Camilla Stowell as Chief Executive Officer of Wealth, to oversee both investment management and financial planning at the firm, subject to regulatory approval.
03/10/2025
In this role, he reports to Marco Pagliara, head of emerging markets, and Yiping Li, global COO, private bank.
03/10/2025
He brings over 15 years of experience in asset management business development, with a strong track record in strategic client relationships.
03/10/2025
The £1.9bn fund is adopting a multi-manager approach after years of underperformance.
03/10/2025
Mark Carter will join the firm’s Leeds office, while Rathbone’s Gail Carr will join its Newcastle office as an investment manager.
03/07/2025
They are expected to support the company’s expansion plans.
03/07/2025
He has been heading the business on an interim basis since Calum Brewster’s departure last year.
03/06/2025
Previously, he worked for Ascalon Capital Managers, part of the Westpac Group, for over six years.
03/06/2025
He reported serving approximately $250 million in advisory, brokerage and retirement assets* and joins LPL from Wells Fargo Advisors Financial Network.
03/06/2025
Tarek Sidky and Samir El Nawawy have joined Azura Partners, which has seven offices around the world.
03/06/2025
Prior to this, he was a Senior Investment Manager at Barclays Private Bank & Trust, Jersey.