07/03/2020
All four investment directors moved from Smith & Williamson subsidiary Cunningham Coates in recent weeks, bringing a combined 65 years of investment experience to their new roles.
07/03/2020
The appointment follows those of family law specialist Kathryn Bew and Jermaine Smith, an expert in estate and trust administration matters, wills and succession, tax planning and powers of attorney, who joined Thrings’ fast-growing Private Wealth t
07/03/2020
He will be responsible for the strategic direction and oversight of the firm’s trading and treasury management activities as well as for global investment solutions.
07/02/2020
He has successfully introduced a broad array of products and services, with particular focus on alternative asset servicing, in an effort of supporting the execution of their strategic investment initiatives.
07/02/2020
Aubrey Founder, Andrew Dalrymple, says: “We are very pleased to welcome Jon to Aubrey where we feel his fund management skills and experience providing investment services to intermediaries will add significantly to Aubrey’s offering, benefiti
07/02/2020
Karen Geiger and Steve Leivent Named Co-Heads of SS&C Advent
07/02/2020
Major U.S. banks, including JPMorgan, facing unprecedented demand for loans, and under pressure to support their local economy, began taking a more cautious approach to Europe during the COVID-19 pandemic.
07/02/2020
Both Tom and Richard were founding members of the Salisbury office when it opened in 2010 with five staff; the team has since grown to 19.
07/02/2020
Welti keeps his position as head of the firm’s Zurich branch, which he has held since 2016.
07/02/2020
During his time at Clarus Capital, Eyholzer featured as the cover star for Citywire Switzerland magazine.
07/02/2020
Camille’s great expertise will allow us to strengthen our position as a leading player
07/02/2020
His team will also include Martin Beat Kroiss, who has worked at the Stuttgart branch of Julius Baer since April, after moving from Metzler Bank.
07/01/2020
The founding team consists of senior bankers and asset managers
07/01/2020
In this new role, he will directly manage the relationship with BNP Paribas Group.
07/01/2020
Schroders Personal Wealth will name a former Openwork CEO as its new boss this week, Sky News learns.
07/01/2020
He also discussed the company’s My Zwei system.
07/01/2020
Jordan said: ‘She is somebody we think has the profile to help us to develop that business."
07/01/2020
The Group also announces the appointment of Kris Allen as Global Head of Client Onboarding.
07/01/2020
Clive previously led the retail product team where he was accountable for deposits, everyday banking, payments and home loans.
07/01/2020
"I’m delighted to be leaving the business in the highly capable hands of Charlie Geffen."