10/15/2020
His deep understanding and relationships across our business will be instrumental in supporting our Active Wealth management approach to help our clients achieve long-term financial success.
10/14/2020
The 50-year-old Austrian is no stranger to Swiss banking.
10/14/2020
Audrey brings substantial global business and financial services experience to this role
10/14/2020
Christian Meissner was elected to the Board in May 2020.
10/14/2020
"Tim and Jeremy have demonstrated an extraordinary commitment to the futures of all those they represent, and we look forward to having them alongside us and our customers as true strategists and partners."
10/13/2020
The advisor, who joined Morgan Stanley with one of his two client associates, according to his new firm’s website, did not return a call for comment.
10/13/2020
He will not only be managing portfolios, but will also be spearheading the sourcing and execution of some of the firm’s private market investments, reporting directly to Marc SYZ, CEO of SYZ Capital.
10/13/2020
A spokesperson said that Dearie, formerly a senior financial advisor and vice president with the Lee Dearie Group at Merrill Lynch Wealth Management, brings a $60 million book of business to Seventy2 Capital.
10/13/2020
Joe O'Donnell, Tom Hoyer Millar and Bradley Worsfold appointed
10/13/2020
In her new role, Leigh Yeaman replaces Samuel Brown, who retired last month.
10/12/2020
Jupiter said the shake up would allow him "greater flexibility" to manage his portfolio of external appointments.
10/12/2020
This is part of Quaero’s efforts to expand its multi-asset investment solutions after the launch of a global convertibles bond strategy in May.
10/11/2020
Goh, who is the son of ex-Singapore leader Goh Chok Tong, is being pursued by IPP's biggest creditors, Maybank and Societé Générale.
10/09/2020
Cazenove Capital builds on its regional presence with key hires
Cazenove Capital has announced the appointment of five senior hires to boost its regional presence.
10/08/2020
The creation of the new global role highlights ZEDRA’s commitment to drive company growth by developing and investing in its funds administration services.
10/08/2020
In her new role, Sharon will be based out of the Suntera Jersey office and will be responsible for leading and developing the strategic direction of HR and its alignment to the wider business strategy.
10/08/2020
Hawksmoor adds to MPS team
He is an experienced and IFA-focused investment manager, based in Hawksmoor’s London office.
10/08/2020
Capital Dynamics hires industry veteran Jean-Yves Lagache as part of expansion into France.
10/08/2020
Rupert Bonsor says Guinness’ focus on the long term and responsible investing is a good fit for wealthy investors
10/08/2020
After a six-month search, the robo-adviser has appointed Christopher Liebetrau as new head of advice.