08/10/2022
They bring a wealth of knowledge and experience to the organisation and will work closely with all Ocorian’s service lines to understand our clients’ strategic objectives and most effective solution to support them going forward.
08/10/2022
William brings over 14 years of experience in the financial services industry
08/09/2022
Her areas of expertise include investment management, trust and estate planning, residential, commercial and structured lending solutions, as well as capital markets and foreign exchange.
08/09/2022
Before joining First Republic, he was a Wealth Advisor and Executive Director at J.P. Morgan Wealth Management.
08/09/2022
Senior hire strengthens Debt Advisory team and further expands Global Advisory business in the Americas
08/09/2022
Dena Brumpton and former Maitland chair Michael Solomon have been appointed to the Stonehage board.
08/09/2022
John Ryan to be president of firm’s two banking subsidiaries
08/09/2022
The bank brought in a wealth expert who previously worked in senior roles at Credit Suisse, UBS and Barclays.
08/09/2022
A senior fund buyer is leaving the group after more than 13 years.
08/09/2022
He will join Schroders Solutions on 1 September 2022 as Head of Schroders Solutions Capabilities
08/09/2022
The hire will help the firm keep pace with the increased demand it is seeing for wealth management services in Guildford and wider Surrey.
08/09/2022
Prior to this she served as General Counsel and Company Secretary at Cabot Credit Management.
08/08/2022
Client director at HL Ian Hunter said Caldicott's background in developing digital-led strategies that focus on client experience within the Financial Advice sector was something the firm is “really excited” about.
08/08/2022
The move will expand Boumalham’s current responsibilities as head of wealth sales for Asia Pacific at the bank, and he will continue to be based in Singapore.
08/08/2022
Stowe has spent almost a decade at Lowes, starting in an administrative role and occupying various other roles before he became a Lowes consultant.
08/08/2022
Mike Totton joins Latitude Investment Management as a senior analyst and will work across its global equity portfolio strategy.
08/05/2022
He was the Regional Head of Retail Banking and Wealth Management from July 2016 to June 2018.
08/05/2022
Senior climate change leader joins after roles at Google and UN Secretary General’s office
08/05/2022
He also joined the executive committee of wealth management for Switzerland and emerging markets.
08/05/2022
In line with growing client numbers and strong financial performance, Hampden & Co has added to its banking, senior management, and support teams during 2022.