04/27/2021
He will focus on further accelerating Citizens’ strong and growing momentum in wealth, a cornerstone of the bank’s strategy to be a trusted advisor to its customers throughout their financial journeys.
04/27/2021
Managing director Richard Garside added: "Mufaddal brings a wealth of knowledge with him, and the breadth of his experience will add enormous value to our practice and our clients."
04/26/2021
KPMG operates from 21 offices in Britain and has 16,000 partners and staff.
04/26/2021
Credit Suisse Risk Overseer Under Fire
04/26/2021
He will also lead the Wealth Management arm within Calamatta Cuschieri and oversee the management of €250m in client’s assets while including the management of fixed income and multi-asset strategies.
04/26/2021
It is a privilege to join the partnership and continue to develop the bank while staying faithful to its tradition and values.
04/26/2021
Prior to this, he ran the Financial Planning arm of one of South Wales’ largest regional accountancy firms, based in Swansea.
04/26/2021
Dan Jennings is a seasoned wealth advisor who will be a strong addition to our growing team of wealth management professionals serving the Los Angeles area
04/26/2021
After studying law at the University of Zurich, Renato Costantini was admitted to the Swiss Bar Association and later gained a PhD from the University of Lucerne.
04/23/2021
Private Markets will also put in place a new management equity plan, to attract and retain talented investment professionals and management, the announcement said.
04/23/2021
Wellborn joined in summer 2019 from Comerica Bank, where she was head of wealth management.
04/23/2021
PB cuts jobs, overhauls board and targets acquisitions following losses
In a media release on Friday, IHAG stated that it had lost money and experienced an outflow of client funds.
04/23/2021
They were both unanimously elected by shareholders at the annual general meeting on 22 April.
04/23/2021
Meyers started his career at Merrill in 2013
04/22/2021
The industry veteran of 30 years joins from First Sentier Investors, where he was chief investment officer for fixed income and multi-asset solutions.
04/22/2021
The global energy and materials sectors are at an interesting yet challenging juncture.
04/21/2021
As the next exciting step in its continued progression, senior investment executive, Christo Hall has been announced as Chair of its Investment Committee.
04/21/2021
He will be working alongside Head of Sales & Marketing Giles Robinson, and the two will have responsibility for client relationships, with McFarlane focusing his efforts on clients in the North of England, Scotland and Northern Ireland.
04/21/2021
At Tilney Smith & Williamson, Bickerstaffe will be responsible for developing the Group’s strategy with external IFAs in the North West.
04/21/2021
Based in UBS’ Miami office, the team will report to Karl Ruppert, South Florida complex director at UBS Private Wealth Management.