03/05/2024
Prior to that he spent more than six years at Equilibrium Financial Planning in Wilmslow, Cheshire where he was a Chartered Financial Planner focusing on retirement and lifestyle planning.
03/05/2024
This appointment marks a milestone in the Group’s growth and strategic direction
03/05/2024
Organizationally, there are now the Key Clients & Corporates and Real Estate Advisory areas.
03/05/2024
He will introduce himself personally to the shareholders at the general meeting on March 16 and take up his duties on June 1, 2024.
03/04/2024
He reports to Yee Chin Lit, market head for South-east Asia.
03/04/2024
Senior hire will support Rothschild & Co’s Private Capital business with the origination and execution of GP led transactions, particularly continuation vehicles
03/04/2024
Prior to that she was a business development manager at Royal London having previously worked for Standard Life.
03/04/2024
A wealth manager is increasing the scale of its operations in Yorkshire as part of a strategy to increase its market share.
03/04/2024
Niamh Brodie-Machura switches from Fidelity’s US arm and will jointly manage the investment office with Andrew McCaffery.
03/01/2024
In his role, he is responsible for servicing of wholesale and institutional clients in Japan.
03/01/2024
He joins from Ninety One
03/01/2024
He will succeed John Reed, who is retiring after nine years in this role.
03/01/2024
Kelly Prior and Scott Spencer also leave the fund firm, with Paul Green replacing Burdett as multi-manager head.
03/01/2024
They would like to take this opportunity to wish him all the best for the forthcoming new chapter in his life.
03/01/2024
Iain has been a member of the Audit and Risk Committee since 1 January 2024
03/01/2024
Will replace CEO Anne Richards, who will return as vice chair
02/29/2024
As well as her non-executive role, she will join Netwealth’s audit and investment committees.
02/29/2024
The pure-play has hired a senior private banker who covers Greater China, based in Singapore, to beef up its coverage of the region.
02/29/2024
Sobhi Tabbara becomes partner at Geneva's HBK Investments Advisory on 1 March.
02/29/2024
They have been working at the cantonal bank for several months.