05/31/2017
Mr. Jones will be based in New York and report to Bill Ferri, head of asset management Americas, products and solutions.
05/30/2017
Little has been on the boards of various asset managers including Newton, Walter Scott, Pareto and Alcentra.
05/30/2017
In his role at Merrill Lynch, he will collaborate with Andre Mendes and Pedro Paulo Silva, Merrill’s largest Brazil team serving the LatAm UHNW market.
05/26/2017
“Together, these exceptional individuals bring huge depth of knowledge and experience to their new roles. It is crucial that our team and services continue to evolve, to create and provide new value to our clients and the Vistra Group.”
05/26/2017
Earlier this year, Sam Fearon, associate director in HSBC Private Banking’s credit advisory team moved to Liverpool as a relationship manager to cover the North West.
05/25/2017
Beilstein will provide wealth management advice to high-net-worth clients including families, entrepreneurs, business owners, and foundations and endowments.