05/26/2021
In his new role, Robinson will join the existing HNW team based in Manchester, working closely with the research team, investment analysts, advisers and other investment directors to offer excellent service to CBAM’s clients in the region.
05/26/2021
Prior to joining IQ-EQ, Edward worked in a consultancy role for a world-leading Swiss financial advisory group.
05/25/2021
The first fund is planned to be launched before the end of the year with an intended cornerstone investment from HSBC.
05/25/2021
Reyl appoints Zurich head
Reyl Zurich serves high-net-worth clients residing in Switzerland, Europe, the Middle East and Asia.
05/25/2021
She most recently served as managing director at Abbott Downing, a Wells Fargo division that provides customized wealth management solutions to ultra-high-net-worth clients.
05/25/2021
In his new role Landry serves as director of advanced planning for Credent, a newly created position.
05/24/2021
Lee and Cavendish are joined by Kris Watts and Jasmine Ng, Paraplanner and Wealth Administrator respectively, who will also be based in the new Hampshire regional office.
05/24/2021
It also wants to appoint its chief of staff Jeston Na Nakhorn to the GHS board with existing non-executive director Helen Sinclair taking temporary of the board as fellow independent director Ken Lever leads a strategic review of the sub-scale trust&r
05/24/2021
Scott Grenert and Kevin MacIntyre are highly regarded wealth managers in the Boston area and have been successful providing comprehensive solutions to clients with complex needs.
05/24/2021
Davda will remain on the firm’s board as a non-executive director and will become an adviser to the business.
05/21/2021
Professor Weder di Mauro, who joined the Unigestion Board this week, is one of Europe’s leading academics, having worked as an economic adviser for several governments and central banks, as well as serving on the boards of a number of major corporat
05/21/2021
Welti joins from Bank Reyl, where he was head of Zurich for over seven years.
05/21/2021
Doherty used to work at BT Investment Management/Pendal Group, AXA, Perpetual and Challenger across various roles, mostly in business development.
05/21/2021
Greg brings 25 years of experience in Multi Asset investing from both a wealth management and asset management perspective.
05/21/2021
Sanctuary Wealth has attracted Rodolfo 'Rudy' Rake, a former tennis pro turned financial advisor.
05/21/2021
Jon joins the Group as Client Development Director, based in our Southampton office.
05/21/2021
With over 20 years experience in financial services leadership roles, Matt joins Iress from BNY Mellon Pershing where he was VP of sales and relationship management EMEA.
05/20/2021
The Swiss bank nabbed from its cross-town rival with the hire of Jean-Marc Botteri, a managing director within Credit Suisse’s capital markets solutions group
05/20/2021
HSBC Asset Management has appointed Jasvir Virk as Business Development Director for its UK institutional team
05/20/2021
Seb was one of the first people in the Channel Islands to successfully complete the newly launched CISI Masters in Wealth Management