03/15/2022
Leading Financial Planner joins major family office
He will work closely with the existing team and assist in developing and delivering the Wealth Planning offering to the UK and international markets.
03/15/2022
Rob will play a key role in driving our new Group strategy across all channels, while helping engage with major stakeholders as we pursue our goal of becoming a more client-centric bank with risk management at its core.
03/15/2022
It will contribute to the enhancement of the range of solutions available for professional and institutional clients such as family offices and family holding companies.
03/14/2022
Lindsey brings with her a deep understanding of a company’s pain points when expanding internationally, and the tools to help – whether through introductions, operational support, marketing or knowledge sharing.
03/14/2022
GAM appoints global investments head
He brings a wealth of knowledge and experience and will provide strong leadership for our investment teams in the next phase of our growth strategy.
03/14/2022
Mark Smith to exit as emerging markets-focused lender maps out succession plan for veteran CFO Andy Halford
03/14/2022
Lobel (nee Colley) takes up a directorship within Investec W&I's London office after four years with Sanlam.
03/11/2022
These individuals will add tremendous value to the organization with their philanthropic expertise from across the public, private and nonprofit sectors.
03/11/2022
Effective June 13
03/10/2022
Goh was previously at Credit Suisse Private Bank in positions including fixed income sales specialist, dealer and client service representative.
03/10/2022
Before PwC, Anurag was an investment banker with SBI Capital Markets (a subsidiary of State Bank of India, the largest bank in India) where he helped set up the business in Singapore and also founded two startups.
03/10/2022
Partners Group names two board members
The Board has nominated Anne Lester and Flora Zhao for election as new independent members of the Board.
03/10/2022
He will be in charge of developing the company’s offering and of providing clients with a range of private assets investment solutions.
03/10/2022
Credit Suisse hires fixed income fund manager
The new hire will be a member of the firm’s investment solutions and sustainability investment management in the UK.
03/10/2022
BNY Mellon Announces Leadership Succession Plan
He has held numerous leadership positions over his tenure, including as CEO since September 2019.
03/10/2022
Prior to PWA, for more than 12 years, Ed was Managing Director and Head of Institutional Research for Imperial Capital, LLC.
03/09/2022
He has also previously held roles with Westpac, RBS Global Banking & Markets and Deloitte.
03/09/2022
Prior to joining the asset manager, he spent 14 years at Russell Investments as portfolio manager and director of equity strategy and research.
03/09/2022
She will also collaborate with colleagues in Investment Banking, International Corporate Banking and Private Bank to deliver the full suite of Barclays products to this client set.
03/09/2022
In his current role, he is focused on transforming the client journeys across the Coutts and NatWest affluent businesses.