05/21/2024
Vitali’s appointment follows the recent launch of Broadridge Investor Insights, a smart analytics dashboard which provides actionable insights, enabling issuers to identify key investor profiles and predict voting behaviour.
05/21/2024
Craig has 25 years’ wealth management experience.
05/21/2024
Ava brings over 15 years of experience in the corporate services space to the role and is well-positioned to lead the division from the Group’s office in the City of London.
05/20/2024
Previously, he also worked at Morgan Stanley, Mizuho Securities, and SMBC Nikko Securities.
05/20/2024
Prior to that, he was a finance broker at Raymond Jones & Company.
05/20/2024
Phil Burbidge is appointed as head of compliance, joining former Cheviot colleagues Richard Firth and Dominic Tayler.
05/20/2024
Before joining Eastspring, she worked at Hong Leong Asset Management.
05/20/2024
Patrick also spent several years working in the wealth management and investment management industry.
05/20/2024
As part of a shake-up at the firm, Bos will take on duties not currently performed by Lambert - who will stay on as chief operations officer (COO).
05/17/2024
In his current role, Gysi oversees the family office business in Europe and global wealth management for the French-speaking part of Switzerland.
05/17/2024
Matthew Beddall is now a regional managing partner, leaving Mark Puleikis as the sole CEO.
05/17/2024
He has many years of experience in the areas of finance, IT and digitalization
05/17/2024
Swiss company appoints Van Cleef & Arpels head as new group chief
05/17/2024
Tom Rosser, who features in this year’s Top 30 Under 30, leaves his role as an analyst in the Abrdn MyFolio research team.
05/17/2024
Russell Lancaster, who joined 7IM from FNZ, makes six hires as he looks to expand and improve the platform arm of the business.
05/16/2024
The wealth and insurance unit, one of the bank's five divisions, manages assets worth 482 billion euros
05/16/2024
Leading this new sector is one of Santander’s strongmen, Javier García Carranza, who is now responsible for Asset Management, Private Banking, and Insurance.
05/15/2024
Titi Cole, one of the most senior Black women in finance, departs, while outgoing PwC US head Tim Ryan joins bank
05/15/2024
Julien Piris switches back to a mandate and selection-focused role after five years with Mansartis.
05/15/2024
French Gates will officially step down on 7 June to begin the next chapter of her philanthropic work focusing on women and families