10/01/2020
Butterfield expands compliance team
These appointments reflect Butterfield’s continued expansion within the Channel Islands and its commitment to growing an experienced team of compliance professionals.
10/01/2020
These appointments reflect Butterfield’s continued expansion within the Channel Islands and its commitment to growing an experienced team of compliance professionals.
10/01/2020
RBC Wealth Management has $414 billion in total client assets with more than 2,000 financial advisors operating in 179 locations in 42 states.
10/01/2020
The Wall Street bank has streamlined operations to include four units, namely investment banking, trading, asset management, and consumer banking and wealth management.
10/01/2020
Addition of D’Agostino Strengthens Dynasty’s Rapidly Expanding Wealth Management Platform
10/01/2020
He will succeed Michael Willimann on 1 December.
10/01/2020
The company achieved its first UN PRI rating this year, and has a CHF 300m rail transport strategy which was launched in 2015.
10/01/2020
Bank Alpinum’s strategy focuses on specialised wealth management services and digital services for private clients
10/01/2020
Maria brings a wealth of CEO, banking, commercial, financial and international experience to the Board.
10/01/2020
Standard Chartered Bank on Thursday named its FSS management team, who will support Singapore-based co-heads Margaret Harwood-Jones and Emmanuel Ramambason.
10/01/2020
This appointment exemplifies our commitment to hiring top talent and developing our investment capabilities.
10/01/2020
Wildner has been with us for 15 years
09/30/2020
Lisa Zeitlin has been promoted to the MDR Mayfair board as an executive director.
09/30/2020
Amrendra Sinha is leaving the private bank for personal reasons.
09/30/2020
The private wealth and consumer businesses will be combined into a unit led by Tucker York and Stephanie Cohen.
09/30/2020
Goldman Sachs Chief Strategy Officer Stephanie Cohen will run its consumer and wealth management division as part of a series of fresh changes at the US bank
09/30/2020
Mirko will continue to serve on the Group Executive Management Committee (EMC), while Co-CFO Stefano Porro assumes sole responsibility for the CFO function reporting to Wouter Devriendt, Head of Group Finance & Controls.
09/30/2020
These changes represent a natural step in the firm’s evolution
09/30/2020
Matt joins BNY Mellon Wealth Management from Northern Trust where he was a Senior Wealth Strategist, focused on providing wealth structuring advice to the firm's ultra-high-net-worth clients and prospects.
09/30/2020
He has experience at Credit Suisse, Bank Julius Baer and Sarasin & Cie.
09/29/2020
His history in leading other IFA practices as well as nine years at Threesixty will be invaluable to us.”