05/20/2021
Advisers join the firm on a self-employed basis and manage the running of their own businesses and careers, while being provided with leads from Just Mortgages, training, compliance, mentoring and marketing support.
05/20/2021
Run by Alex Classen, HSBC's Swiss bank eked out a profit last year, following years of losses and slimming itself and the markets it does business in.
05/20/2021
Morgan Stanley named Ted Pick, who runs the firm’s Wall Street trading and advisory division, and wealth management head Andy Saperstein as co-presidents starting next month.
05/20/2021
Credit Suisse Private Banking in Italy will also further benefit from the experience of Vincenzo De Falco
05/20/2021
Robert will continually monitor and, when appropriate, rebalance his clients' portfolios in keeping with their asset allocation strategies and to take advantage of new investment opportunities suitable to their needs.
05/20/2021
All of these appointments become effective on June 1, 2021.
05/19/2021
She is to replace Bernd Uhe, who will become Pictet's group corporate secretary and head of organization, a sort of internal consulting team of Pictet.
05/19/2021
Replacing the chief executive and founder who has left the UAE-based business
05/19/2021
Lee will be a valuable addition to the team and will support our ongoing development of new client relationships, whilst growing our existing client base in the North West of England.
05/19/2021
Hill joins Northern Trust from Capgemini where he was a senior director for its global insurance and financial services group.
05/19/2021
All three appointments are to newly created roles
05/19/2021
As part of Brewin Dolphin’s successful intermediary team, Ian will help to enhance the company’s existing UK advisory partnerships as well as developing the firm’s intermediary proposition nationally and internationally in Jersey and the
05/18/2021
In her Singapore-based role, Zhang reports to the bank's head of Singapore and Southeast Asia James Wey.
05/18/2021
Kate and Kevin will further enable Russell Investments to capture the industry’s growth while leveraging our expansive global franchise to provide a frictionless experience to our clients.
05/18/2021
Pauly also is the chairman of media company Saint-Paul Luxembourg
05/18/2021
Credit Suisse was the biggest loser when the world’s top investment banks raced to exit trading positions as Archegos collapsed, pushing it into a 900 million-franc ($997 million) pretax loss for the first quarter and prompting a management shakeup.
05/18/2021
Chad joins BNY Mellon Wealth Management from Northern Trust where he was a Wealth Strategist in San Francisco
05/17/2021
Andrew will begin a process of handover from the incumbent, Caroline Connellan, with immediate effect.
05/17/2021
The recruitment targets are part of a five-year plan to double Goldman’s workforce in China to 600 and expand across advisory, securities and wealth management.
05/17/2021
Lung will report to Steven Lo, the Asia Pacific Regional Head of Citi Private Bank