03/10/2025
The firm has appointed Camilla Stowell as Chief Executive Officer of Wealth, to oversee both investment management and financial planning at the firm, subject to regulatory approval.
03/10/2025
In this role, he reports to Marco Pagliara, head of emerging markets, and Yiping Li, global COO, private bank.
03/10/2025
He brings over 15 years of experience in asset management business development, with a strong track record in strategic client relationships.
03/10/2025
The £1.9bn fund is adopting a multi-manager approach after years of underperformance.
03/10/2025
Mark Carter will join the firm’s Leeds office, while Rathbone’s Gail Carr will join its Newcastle office as an investment manager.
03/07/2025
They are expected to support the company’s expansion plans.
03/07/2025
He has been heading the business on an interim basis since Calum Brewster’s departure last year.
03/06/2025
Previously, he worked for Ascalon Capital Managers, part of the Westpac Group, for over six years.
03/06/2025
He reported serving approximately $250 million in advisory, brokerage and retirement assets* and joins LPL from Wells Fargo Advisors Financial Network.
03/06/2025
Tarek Sidky and Samir El Nawawy have joined Azura Partners, which has seven offices around the world.
03/06/2025
Prior to this, he was a Senior Investment Manager at Barclays Private Bank & Trust, Jersey.
03/06/2025
The private markets specialist joins the US$$484 billion alternatives investment giant as a principal even as country head John Knox beefs up his wealth management team.
03/06/2025
He joined Sovereign in 2019 as in-house legal counsel and joined the Sovereign Pension’s board in 2022.
03/06/2025
“The strong commitment to the Swiss capital market opens up further perspectives for Commerzbank’s corporate customers in Switzerland,” says Gernot Kleckner , Head of Capital Markets in the Corporate Customers segment at Commerzbank.
03/06/2025
Prior to HSBC, Ong was with UBS, where he held various positions, including senior client partner of the global family office for the ultra-high-net-worth clients
03/05/2025
With her pragmatic and strategic approach, she delivers tailor-made and innovative solutions in tax matters.
03/05/2025
Mohamed Shoukry was CEO of UBP's Dubai-based subsidiary, which employs over 40 staff to cover the region.
03/05/2025
Mr. Coelho works with families, foundations and endowments, delivering comprehensive strategic wealth planning and fiduciary services.
03/05/2025
The asset manager announced this on Wednesday.
03/05/2025
The sustainable asset manager has cut 10% of its workforce to make up for the loss of a huge SJP mandate.