03/26/2021
Wells Nabs $5.3-Mln Merrill Team in TN, RBC Hires New Jersey Duo
The group, who moved on Monday, according to BrokerCheck records, had overseen $680 million in client assets.
03/26/2021
Peter McKellar and Tudor Davies to join board
03/26/2021
Geneviève Berclaz will be nominated at the next general meeting next month.
03/26/2021
Adrian Heer had been deputy head of private banking for the region for more than a year.
03/26/2021
Prior to joining Crestbridge, Carol Ann was the Executive Director and the Head of the London office for an independent fund, corporate and trust administration firm.
03/26/2021
Geneviève Berclaz will be nominated at the next general meeting next month.
03/26/2021
Commits to hire 300 Black and Latinx advisors by 2025
03/25/2021
BNP Paribas Appoints Real Estate Co-Heads for APAC
In addition to a hierarchical reporting line to head of BNP Paribas Real Estate’s international investment group Larry Young, Siew will operationally report to Singapore branch CEO Joris Dierckx and Brummer to Hong Kong branch CEO Hugo Leung.
03/25/2021
Three promotions in Credit Suisse's Guernsey office
Credit Suisse is pleased to continue to support them on their career journeys.
03/25/2021
Chris Diaz, Ryan Myerberg, and Colby Stilson will lead the development of new global sustainable fixed income solutions for Brown Advisory’s client base
03/25/2021
Aaron Keith said that when the team was considering moving they did not want to choose between small-firm values and large-firm strength and stability.
03/25/2021
The appointment is the next step by AHR to add the offering of a property division, expanding the services available to its network of advisers and clients alike.
03/25/2021
He joined Tilney Smith & Williamson from FTSE 100 utilities group Centrica where he served as Chief Consumer Digital & Information Officer.
03/25/2021
He will succeed Thomas de Saint-Seine, who is also one of the company’s founding partners.
03/24/2021
IQ-EQ appoints new Head of Transfer Agency in Ireland
Conor’s appointment comes in line with the recent launch of IQ-EQ’s Funds business in Ireland
03/24/2021
IQ-EQ names Chief Commercial Officer for Guernsey
This news comes hot on the heels of his return to Guernsey
03/24/2021
Equiom appoints Group Head of Private Wealth
He will also be a member of Equiom’s Executive Committee.
03/24/2021
In addition, Thomas Vettiger, already a member of the board of directors, is to become the new chairman of the board.
03/24/2021
The company has hired four new staff for its fixed income team.
03/24/2021
Before joining Quilter International, Gleeson held similar roles at Fidelity Worldwide Investment and HSBC Global Asset Management.