08/25/2022
In just one year, the association brings together 13 private banks and 80 of the industry's leading External Asset Managers (EAMs), globally managing over $1’800 billion in assets under management.
08/25/2022
Sandringham Partners' CEO Tim Sargisson is leaving the firm following the FCA's approval of M&G Wealth's purchase of the IFA in January.
08/25/2022
Daniel Porteous leaves after four years at Brown Shipley’s Northwest base.
08/24/2022
The new role will witness him leading the strategic solutions function and focusing on building the platform across private investments and corporate advisory.
08/24/2022
To date, Michael and Matt Heine have served as joint managing directors.
08/24/2022
Thomas Barr joins Steward Partners Global Advisory following transition to multi-custodial Raymond James platform.
08/24/2022
Series of Appointments Support Strategic Focus and Investment in Digital Innovation and Expertise
08/24/2022
He brings a wealth of commercial expertise to the organisation
08/24/2022
These new appointments, with their deep experience in international financial services and strong understanding of key markets, bolster Indosuez's suite of wealth management offering in the Greater China and Southeast Asia markets where it has a grow
08/24/2022
They’ve operated at Stifel as the CBC Wealth Management Group.
08/24/2022
Helvetic Trust is strengthening its Bern branch with two senior partners and one account manager.
08/24/2022
The team will act as the third offering under RFO’s Advanced Wealth arm alongside the private equity and structured investment solutions team.
08/24/2022
She will lead the EMEA management team to realise the business’ next phase of growth
08/23/2022
Gregory is a chartered financial planner with experience in growing academies and IFA teams across the UK.
08/23/2022
He will report to Andrea Lisher
08/23/2022
Tier One Capital is the appointed investment adviser and fund manager for the London Stock Exchange listed Develop North, which provides secured loans to residential and commercial property development primarily in the North of England and Scotland.
08/23/2022
Sarasin & Partners expands the remit of one investment manager while promoting another in the wake of a departure.
08/23/2022
She also worked for several years as a client advisor at the Geneva-based private bank Lombard Odier.
08/23/2022
Richard Pike is replacing Jim Wood-Smith, who has stepped down from front-line investment management.
08/23/2022
Connection Capital hires Peter Knight as private clients demand more individual private equity deals.