02/04/2014
Smith & Williamson partner departs
He principally looked after discretionary private clients
02/04/2014
He principally looked after discretionary private clients
02/04/2014
He will be based in Scotland.
02/04/2014
Julius Baer head of UK portfolio management Edward Raymond says: “We are pleased that Stewart has re-joined the team after 5 years abroad, in this exciting phase of our development.
02/04/2014
In 2013, Hawksford acquired Key Trust, its fourth acquisition since its MBO in October 2008. In the last two years, the business has also completed the acquisitions of Trustcorp Jersey Limited, L-S&S GmbH, a Swiss boutique private wealth law firm, an
02/04/2014
The Group has made three senior appointments in its offices in Jersey, London and Guernsey.
02/03/2014
He was formerly employed with Union Bank.
02/03/2014
She was previously Head of Operations for Sand Aire
02/03/2014
A veteran of 30 years in the investment industry, Clark managed more than $150 million in assets under management while Folstad managed about $110 million.
02/03/2014
A solicitor with over 25 years’ experience in private client and charity law work, has joined our Private Client team as a consultant.
02/03/2014
In her new role she will oversee roughly 400 staff within the Emea sales team, which accounts for €600bn of Deutsche’s €931bn of assets under management.
02/03/2014
She joins the firm from Schroder Investment Management, where she was Relationship Director, Global Financial Institutions Group.
02/03/2014
He will be hold responsibility for developing the distribution of Premier’s funds, portfolio management service and investment outsourcing proposition with key partners such as regional advisory firms, networks and life companies.
02/03/2014
RBC Wealth Management operates as a unit of RBC Capital Markets LLC.
01/30/2014
Vontobel Asset Management has sought to strengthen its Global Balanced Switzerland team with the appointment of two new managers.
01/30/2014
He joins Vontobel from Swiss & Global Asset Management, formerly Julius Baer,
01/30/2014
His past experience includes serving as Chief Investment Officer for Merrill Lynch Global Wealth Management and Chief Investment Officer/Head of Wilshire Funds Management Group at Wilshire Associates.
01/29/2014
his further emphasizes our commitment to attracting top talent
01/29/2014
Where it is necessary for employees to leave the company, it will look to achieve this by offering voluntary redundancy
01/29/2014
RBC Wealth Management has strengthened its sales and investments teams in Singapore
01/29/2014
He also sat on the management board of the Close Brothers Group for six years and ended his association with the firm as chairman of CBCF in June 2009.