11/20/2023
Rothschild spent more than 25 years at Morningstar, transforming the company from startup to a leading, global and publicly-listed provider of investment research software, data, and index solutions.
11/20/2023
Russell Lancaster has been appointed MD of platforms and intermediary partnerships, while Chris Justham will be promoted to MD of intermediary solutions.
11/20/2023
In her new role, Prendergast will report to President and CEO Yie-Hsin Hung and will continue to lead State Street Global Advisors Europe, Ltd.
11/17/2023
He will have accountability for the planning, implementation and management of change initiatives and for the framework used to deliver change and benefit realisation.
11/17/2023
Patel to be reunited with Julian Marks
11/17/2023
Manuel Al-Abdallah will provide lending solutions to Citi's ultra-high net worth private banking clients based in Latin America.
11/17/2023
Frank Fiore is the latest addition to the group's New York office which is led by former UBS executive Alfredo Maldonado.
11/17/2023
Studer is moving from the Swiss branch of the world's largest fund house Blackrock to PMG.
11/17/2023
Julie Mouton-Arnold has left BIL Suisse to join Baseline Wealth Management in October.
11/16/2023
He arrives from State Street, with 25 years of industry and consulting experience.
11/16/2023
He will report to Michael Hunstad
11/16/2023
Based in New York, Fortescue Capital will be led by Robert Tichio, who spent more than 17 years and raised about $US43 billion at private equity firm Riverstone Holdings.
11/16/2023
The Harvard-trained economist will lend her international markets insight to help the firm’s clients achieve their long-term financial goals
11/16/2023
Sally Fawcitt joins
11/16/2023
Toby Gower and Francis Walker join CGWM as business development directors to help increase the wealth firm’s advice reach in the north and southwest.
11/16/2023
Michelberger has been working in the Swiss financial industry for more than eleven years.
11/16/2023
His appointment had been part of a major overhaul of Iress UK’s operating structure and senior management team.
11/16/2023
Departing group are led by chair Urs Lysser, who was most recently a managing director at the giant bank.
11/16/2023
Head of fund research Laurent Chevallier will fill the vacated role on an interim basis.
11/16/2023
During her career Sally gained a broad range of experience and skills with a number of financial services organisations including Bank of Scotland and Welcome Financial Services.