06/08/2020
Jupiter Announces Senior Distribution Team Appointments
Warren Tonkinson will join Jupiter as Managing Director, Distribution, in a newly created role.
06/08/2020
Warren Tonkinson will join Jupiter as Managing Director, Distribution, in a newly created role.
06/08/2020
He brings over 30 years of experience in the investments and advisory space, across transactional, advisory and discretionary products, as well as wealth planning.
06/08/2020
He has been at Swisscanto since 2009
06/08/2020
Subhradeep brings over 19 years of diverse and international experience in the banking sector to the AME region
06/08/2020
Gadzala is also a senior fellow at the Atlantic Council in Washington, DC
06/05/2020
The asset management firm has made a total of four new appointments for its growing sustainable investment unit.
06/05/2020
The changes come after an announcement last year that UBS is letting certain wealth management clients access SMAs run by UBS Asset Management for free.
06/04/2020
J.P. Morgan AM also hired ex-Bank of England employee Caspar Siegert and former Amundi analyst Angelo Drei as global sustainable investing research and data analysts in its London office.
06/04/2020
Since her appointment as CCO, Ciriani has been a driving force behind Finantix’s evolution, focusing on talent acquisition, commercial strategy and market positioning.
06/04/2020
The next phase of Quilter Financial Planning’s strategy will focus on fully integrating the business, bringing it closer to the rest of the Quilter group
06/04/2020
Anthony Deacon, currently a Non-Executive Director, will act as Interim Chairman until a replacement is found.
06/04/2020
Alex added: “Smith & Williamson is a firm which is ideally placed to assist agile businesses to adapt to changing circumstances, develop and thrive
06/04/2020
Werlau has joined Barclays Private Bank as head of investments for Barclays Bank Ireland, based in Dublin.
06/04/2020
The appointment comes on the back of Credit Suisse’s deal to become a majority shareholder in Beijing-headquartered CSFS.
06/03/2020
Thomas is an experienced sales executive with strong relationships in German-speaking Europe, and a proven track record of accessing new markets and distribution channels.
06/03/2020
UBS dispatched the duo to Geneva seven years ago to build the super-rich business as well as to tie it more closely to UBS' investment bank.
06/03/2020
Prior to her appointment to the Board of Directors, Sim worked with StashAway in an advisory capacity, and is the sixth Director to be appointed to the FinTech’s Board, where she will now sit as an Independent Director.
06/03/2020
Nicole Pullen Ross was previously head of Mid-Atlantic region
06/03/2020
The new position also sees him appointed to Kempen’s Management Board.
06/03/2020
Dr. Goekmen-Davidoff significant expertise is in real estate, family firms, family offices, succession and wealth planning as well as business development and he will therefore support Millenium’s entrepreneurial advisory services team as well as th