11/24/2022
In the newly created role, Wu is tasked with supporting the needs of credit clients and liaising with the credit investment platform to help deliver relevant credit strategies to meet future investment needs.
11/24/2022
Francis Clark Financial Planning has recruited Chris Reah as its new managing director.
11/24/2022
Whitfield spent five years in investment management with the London office of Brewin Dolphin, as part of a team managing discretionary and advisory client portfolios.
11/24/2022
The Company is fully committed to establishing itself as the go-to wealth management business for ultra-high-net-worth individuals (UHNWIs) and high-net-worth individuals (HNWIs) in Thailand.
11/24/2022
Laura Perkins will be a senior trustee of the board responsible for managing assets held for beneficiaries.
11/24/2022
Born in Laufental, Matthias Kottmann has been with BLKB for over 10 years.
11/24/2022
In his new role, Nathan will work with Dominic de Mariveles – who joined Praxis in August as Commercial Director in London – to develop the firm’s private wealth and corporate services offering.
11/23/2022
He will be one of eight delegates for regional economic relations
11/23/2022
Euan Fraser will leave his role as chief executive on 31 March.
11/23/2022
Credit Suisse appoints Neil Hosie and Doug Crofton as co-heads of cash equities globally, succeeding Anthony Abenante in the role.
11/23/2022
It is planned that Peter Romanzina will also lead the new unit that will be created as a result of the legal and operational merger of Vontobel SFA and VSWA at the end of the first quarter of 2023.
11/23/2022
He has been responsible for business with wealthy private customers
11/22/2022
She also spent five years at UBS.
11/22/2022
He will have a particular focus on supporting the development of our Global Mining & Natural Resources and Investor Advisory businesses.
11/22/2022
Based in Paris, he reports to Jacques Prost, Chief Executive Officer of Indosuez Wealth Management
11/22/2022
He takes over from Isabella Fumagalli, who has expressed the need to take advantage of a sabbatical period.
11/22/2022
Rachael Billings is a certified trust and fiduciary advisor who was employed by Bangor Savings Bank as a wealth relationship manager.
11/22/2022
Morningstar has announced the appointment of a passive investment ratings director based in Hong Kong.
11/22/2022
The role’s gone to Mattew Nicholls and Rebecca Hill, who have been with the bank for 15 years and 5 years respectively.
11/22/2022
Eric Lonergan, macro hedge fund manager, is leaving the firm after 16 years, leading to a change in the management of M&G Investments' multi-asset team.