02/15/2017
Old Mutual Wealth hires non-execs from Aviva and EY
I am delighted to announce three strong non-executive appointments to the Old Mutual Wealth Board.
02/15/2017
Having worked for over 20 years with the major Wall Street firms we ultimately realized that bigger isn’t always better.
02/15/2017
Our industry is experiencing a period of significant change and it is important we work together to ensure we meet our responsibilities to clients and deliver value to them over the long-term.
02/14/2017
The sale of C. Hoare’s wealth management arm by Cazenove was first announced back in October 2016.
02/14/2017
Credit Suisse didn't give a reason for the departure of the Qatari representative.
02/14/2017
He will build business relationships with high net worth individuals.
02/14/2017
He has particular expertise in resealing foreign grants in the Grand Court of the Cayman Islands.
02/14/2017
He was appointed a member of the Executive Board and in October 2008, became Deputy CEO.
02/14/2017
RBC Appoints New Head Of Wealth Management - International
He will succeed Stuart Rutledge, who will be taking on a new leadership role with RBC in Toronto, Canada.
02/14/2017
Carruthers brings a wealth of corporate and funds knowledge, obtained during a 15 year career in both the onshore and offshore financial services industry.
02/13/2017
This follows the recent appointment of Matthew Heappey from Axa Life Invest in September
02/13/2017
James Surcouf has joined the firm’s Jersey office, where he will work as an investment manager.
02/13/2017
He is a proven investment manager with significant experience and the advantage of already being known to partners and customers.
02/13/2017
His client base includes professionals in the field of healthcare, small businesses, charitable foundations, key executives of publicly traded corporations, and partners of major law firms.
02/12/2017
Pauline Or joined Credit Suisse in January to cater to clients in the Hong Kong Market.
02/10/2017
Citizens Private Wealth Management has Wealth Advisors throughout New England, Mid-Atlantic and Midwest Regions serving the needs of investors.
02/10/2017
Indosuez Wealth Management recently calibrated its Asian leadership with the appointment of a Chief Executive Officer for Asia and a Commercial Head of Indosuez Wealth Management, Asia.
02/10/2017
He joined Goldman Sachs in Paris in the investment banking division and was promoted to partner in 2004.
02/10/2017
Sharkey has worked at Old Mutual Wealth for more than 20 years.
02/09/2017
He opened the famous DAS Stue hotel in Germany.