12/07/2023
He will remain a Global Investment Committee member and Co-Head of Investments, with overall responsibility for the firm's Private Infrastructure, Private Real Estate, and Private Debt businesses.
12/07/2023
Former Santander PB head Ben Covey has been appointed head of private clients, while Catriona Reed has been promoted to London head.
12/06/2023
She will report to Andrew Bell, Chief Commercial Officer at the bank.
12/06/2023
The CISI Board is comprised of representatives who are typically drawn from the financial services sector and meets five times a year.
12/06/2023
Prior to this he was Global Chief Risk Officer for Intermediate Capital Group Plc, the UK publicly listed alternative asset management group.
12/06/2023
As part of his new role, for which he will be permanently based in the UK, he is taking on the position of Designated Person Ashore.
12/06/2023
Firm adds advisors in Florida, Missouri, and Mississippi.
12/05/2023
Gallagher was previously founder and Chief Investment Officer of Connacht Asset Management and Partner at Goldman Sachs Asset Management
12/05/2023
Prior to joining UBS, Andrea was a senior banker at J.P. Morgan Private Bank, where she advised ultra high net worth families in the U.S. and Latin America for over a decade.
12/05/2023
Prominent legal and wealth management expert to lend insights, drive advancements in next-generation estate planning platform
12/05/2023
This is apparently due to a last-second withdrawal and a difficult handover from one headhunter to the next.
12/05/2023
This was in order to continue his professional career outside of the BKB group, as it was said.
12/05/2023
Appointment Underscores Company’s Commitment to UK Market
12/05/2023
Platform software giant FNZ is cutting 240 jobs globally including close to 100 jobs in the UK as it makes another redundancy round.
12/05/2023
In her role, Lientjie will be responsible for the compliance and governance functions of Peregrine’s Guernsey office.
12/04/2023
After leaving BNY Mellon | Pershing over the summer, Crafford and colleague Morgan McGovern have landed at Karl Heckenberg’s new RIA investment company.
12/04/2023
Prior to that, he also worked at Barclays and Goldman Sachs.
12/04/2023
State Street Global Advisors, the asset management business of State Street Corporation, has hired Anna Paglia as executive vice president and chief business officer, effective early next year.
12/04/2023
Since 2005, she has built up a wide range of experience in senior management positions, leading both specialist and client-facing teams.
12/04/2023
Previously, she was also a financial journalist, investment magazine founder and economic book author.