02/17/2025
The team administers bespoke structures for high net worth private and corporate clients who need assistance with their wealth management and succession planning requirements.
02/17/2025
Jessie Kwok joins Wealthify from Investec, where she was Senior Investment Director for over three years.
02/17/2025
Mr. Wethington will be based in the Hot Springs, AR office.
02/14/2025
Appointment Bolsters Talent Bench and Supports UK Offering
02/14/2025
Rocchio to Lead Strategic Growth and Enterprise Advancement to Accelerate Client Success in Next-Gen Wealth Management Ecosystem
02/14/2025
This strategic appointment underscores WRISE Group’s commitment to delivering world-class wealth management
02/14/2025
Kate Family Office announces Moritz Runge as its new COO.
02/14/2025
Arlene Schuchard has been promoted to head of Latin America private bank and wealth management.
02/14/2025
Amaar Khan appointed as Managing Director, CIO & Head of Corporate Banking Technology, APAC & Middle East
02/14/2025
Paul Haynes joins as a Commercial Director based in London, having previously worked for several leading global providers in corporate services as the Regional Head of EMEA.
02/14/2025
‘My career so far has been such an incredibly rewarding journey and something I am immensely grateful for.’
02/13/2025
Paul Measures will lead distribution in the North after 30 years with Legal & General Investment Management.
02/13/2025
She has been at Legal & General for over 20 years fulfilling a number of roles including regional sales manager and head of broker and propositions.
02/13/2025
The promotions come around 16 months after the firm acquired Abrdn Capital in a £140m deal.
02/13/2025
Appoints new Group COO and Group Head of Audit from 1 April 2025
02/13/2025
Finnigan previously spent nearly four years at Netwealth as the platform's head of investment solutions, leading strategy and distribution.
02/13/2025
Ferry has left after around 16 years with the business
02/13/2025
These appointments will take effect from March 1st 2025.
02/13/2025
The Swiss asset manager VT Wealth Management has recruited an experienced finance professional with a network in wealth management as its new client advisor.
02/12/2025
In the role, she will work closely with private banks and family offices in the country to understand their needs and provide bespoke investment solutions.