05/07/2020
Morgan Stanley IM said Chew's role would include leading a team to develop its ESG investment integration standards, helping to launch ESG products, and advising its clients and sales team on sustainability issues.
05/07/2020
Lars is a fully-fledged professional with experience in both asset management and wealth management.
05/07/2020
The change signals part of NAB's new wealth strategy and comes after NAB chief executive Ross McEwan called in Bain & Company late last year to help figure out how the bank should go about business.
05/07/2020
A 20-year UBS veteran, Harvey is one of the Swiss bank's best-known private bankers and one of its top female executives.
05/07/2020
Levey financial enforcement experience includes overseeing U.S. sanctions by the Office of Foreign Assets Control
05/07/2020
Boss takes on the role vacated by Barbara Novick, who is becoming a Senior Advisor.
05/06/2020
AXA Investment Managers head of UK wholesale distribution Rob Bailey has left the company to pursue other opportunities in the industry.
05/06/2020
Prior to returning to BNY Mellon, she spent two years as a Senior Wealth Advisor for J.P. Morgan's Latin America Private Bank.
05/06/2020
Jonathan Durocher will take over from Martin Lavigne on Friday
05/06/2020
Michael Viana, who currently runs the teams Harvey is taking over, will focus on family office client services.
05/06/2020
Käslin joined BIL majority shareholder Legend Holdings in early 2019 as an advisor for the strategic investments in the financial sector
05/06/2020
Earlier this year, Brewin Dolphin appointed Alan Harvey to lead its Glasgow financial planning offering.
05/06/2020
Family practitioners Harriet Errington and Katie O’Callaghan, both of whom have also been at the firm since 2004, specialise in divorce proceedings, pre and post-nuptial agreements, and children’s matters including abduction and leave to remov
05/06/2020
Throughout her career, Silvia has developed extensive experience in international corporate law, implementing cross-border instruments for multinational companies and ultra-high net worth individuals in multiple jurisdictions.
05/06/2020
He is an Honorary Fellow of Worcester College, Oxford, Queen Mary, University of London and King’s College, London.
05/06/2020
An economist by training, Peter has made it his life’s work to try to understand what makes markets tick, and is a firm believer in active management styles.
05/05/2020
Nancy Curtin joins Alvarium after more than a decadeShe also served as head of investments at Schroders’ global mutual funds business and Baring Asset Management’s head of emerging markets.with CBAM
05/05/2020
Rupert Allison joins the private bank from Barclays to help expand its client base.
05/05/2020
Managing Partner of Ovis Creative will assume dual role as industry leading financial design and marketing communication firm becomes a Sanctuary Wealth Affiliate
05/05/2020
Denise Everall is a Senior Executive, Trustee, Director and chair with over 30 years’ experience in global operations line management, with a focus on fund administration within the financial services industry.