01/10/2023
Based in Florida and New York, the team will provide portfolio management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.
01/10/2023
Prior to joining 7IM in 2006, Ritchie worked at Phillips and Drew as a charity fund manager and, at Chiswell Associates, managed a portfolio of small-cap UK growth companies.
01/09/2023
In the role, Hu will work closely with the firm’s global network, including the tax and planning team in Tokyo.
01/09/2023
Moving forward, Edward will base himself in London and divide his time across Belasko’s extensive operations in the four jurisdictions of Guernsey, Jersey, UK and Luxembourg.