01/21/2022
They take a holistic approach in helping clients achieve their short- and long-term financial goals, and I’m confident they’ll play key roles as we continue to strengthen our offering in Miami.
01/21/2022
Continues to strengthen our culture and deepen our relationships with our clients by bringing our core values of cultivated relationships, transparent alignment, a drive to think, solve, act and the mindset to own it.
01/21/2022
The development of the Intermediaries Spanish market will be under the responsibility of the new team around Claudia Linares, who joined the bank in mid-January 2022.
01/21/2022
As part of the changes, Sieg will oversee the company’s Investment Solutions Group (ISG) and its Personal Retirement Group.
01/21/2022
He had also focused on art lending to UNHW individuals at Citibank's private banking division.
01/20/2022
He will be responsible for deepening existing private banking partnerships and securing new ones.
01/20/2022
She will be responsible for leading the firm’s financial adviser teams in the Midlands and South of the UK.
01/20/2022
He joins Pennington amid rapid growth for the firm and will lead expansion into several additional channels
01/20/2022
She has held several positions, including that of co-head of the team from 2013 to 2020.
01/20/2022
Grizelda Lee was previously head of asset management Asia at Indosuez Wealth Management.
01/20/2022
Sarah is an advisory board member of FutureWorldVC, a 180 strong community of ethical impact investors and is a scout for FiveThirteen, a non-profit organisation supporting gender diversity and climate action.
01/20/2022
The hire follows the addition of ESG and global equities specialist Yusuf Durmaz to the team in September and adds to one of the largest research teams in the industry, spanning the fund, equity and bond markets.
01/20/2022
This follows current Group Chief Operating Officer, David Whiteing’s decision to leave the Bank and relocate back to Australia.
01/19/2022
The appointment was effective January 11. Montanari is based in Hong Kong and reports to Guillaume Rabault, the chief investment officer for quant equities.
01/19/2022
RBC’s new hires are experienced advisors and each had been affiliated with Truist since 2016, according to BrokerCheck, the public database maintained by industry self-regulatory Finra.
01/19/2022
Switzerland's second-largest lender created a new division focused on sustainability and research in July 2020, earmarking 300 billion Swiss francs for sustainable financing over the next decade and creating its first executive-level sustainability r
01/19/2022
Maria Vogt also worked for Fisch Asset Management and Goldman Sachs.
01/19/2022
She extensive commercial and financial services experience to the Board
01/19/2022
Taraporevala joined State Street Global Advisors in 2016
01/19/2022
As of 2022 Inacta is strengthening its corporate governance and broadening the ownership structure