01/11/2024
Mr. Kopitsis brings to his new role over 20 years of intermediary experience in both Europe and Asia, a deep network of relationships, and a proven track record.
01/11/2024
Greg Wilson, currently the head of Workplace Advisory Solutions for Goldman Sachs Ayco, will serve as head of retirement within Goldman Sachs’ Asset & Wealth Management division.
01/11/2024
Yabuki’s Motive Partners role expands to include Chairman & CEO of InvestCloud, which sets the stage for the Company’s next phase of growth
01/11/2024
The new offices will be run by experienced CROs and specialists who have established networks and long-term experience in serving clients in these locations.
01/11/2024
She replaces Claude Kurzo, who had already been promoted to a new function in London last year.
01/11/2024
Mark Penny spent 21 years with Adam & Co, but has now taken up a private banker director role in Arbuthnot’s media team.
01/11/2024
Matt Green joins the firm’s London office as senior investment director, while Jonathan Follows joins as senior investment manager.
01/11/2024
Yves Schläpfer has joined Copernicus Wealth Management alongside Giuseppe Deni, who will take up the role of quantitative portfolio manager.
01/11/2024
Effective from 1 January 2024, these promotions recognise the achievements and contribution of these team members to the business.
01/11/2024
TISE has 37 employees operating across Dublin, Guernsey, the Isle of Man, Jersey and London.
01/10/2024
Subsequently, he joined Labuan FSA and was promoted to the position of Deputy Director General of Labuan FSA.
01/10/2024
He worked across asset and wealth management, banking, life & pensions, savings and investments and technology both as a consultant and a business leader.
01/10/2024
Appointments from Amundi, UBS Investment Bank and Susquehanna
01/10/2024
He was a Director at AFS Group and Managing Director at J.P. Morgan.
01/10/2024
On appointment, Hill will also join the Board Audit Committee and Board Remuneration Committee.
01/10/2024
Richard started his career as a stockbroker and later moved into wealth management with two private banks before co-founding the investment oversight business, Enhance Group.
01/10/2024
Sinead Strain has joined the board of directors at Goldman Sachs Bank AG.
01/10/2024
Oliver Amstad has stepped down as CEO, a role he had held since co-founding the company in 2010.
01/10/2024
BlackRock management announced layoffs in an internal memo.
01/10/2024
LGT Wealth Management has announced a raft of new partners, including four senior individuals who joined as part of its acquisition of Abrdn Capital.