02/06/2020
In this role, Jackson was responsible for the development of the asset management business, which included designing new products and managing the investment teams, including strategy, portfolio management and research.
02/06/2020
Follows hot on the heels of Helena Morrissey’s appointment to the board
02/06/2020
Three of the four new customer relationship officers join from Standard Chartered
02/06/2020
Häfelfinger took over directly as CEO and followed his former colleague in charge of legal and compliance.
02/06/2020
James Virgo will be based in Mercer’s Toronto office
02/05/2020
Mishra's appointment comes just two weeks after Kristal announced a $6 million raise led by Indian venture capital firm Chiratae Ventures, which it said would be used to fund its expansion across Asia Pacific.
02/05/2020
Robeco and RobecoSAM’s trends and thematic team oversees over CHF 11.7bn in assets under management and employs more than 20 investment professionals based in Zurich and Rotterdam.
02/05/2020
Bellecapital opened its first UK office in 2016, through the acquisition of Williams de Broë Private Investment Management.
02/05/2020
Simon is both technically strong and attuned to clients’ needs, both of which make him immensely suited to his new role with IQ-EQ.
02/05/2020
Mr. Perry currently leads Broadridge's Global Sales, Marketing and Client Solutions organization.
02/05/2020
Former RBS bankers Ian Gibson and Clare Ansell appointed as directors at Edinburgh-based firm
02/05/2020
Malcolm Moller has been appointed as the new Group Managing Partner.
02/04/2020
The assignment aims at improving the existing momentum the company has with the implementation of its platforms in selective financial organisations in the mentioned regions.
02/04/2020
In addition to his chairman role at TSB, Meddings currently serves as a non-executive director and chair of the Audit Committee of HM Treasury in the UK.
02/04/2020
The decision to restructure the wealth client group represents a first step in this effort.
02/04/2020
The head of compliance - policy and regulatory position is yet to be filled.
02/04/2020
The firm said that the creation of the fund manager role was a reflection of the strong growth of its Charter Hall Direct’s business.
02/04/2020
Swapnil believes that in the coming decade, transparency and technology will play a key role in building trust - attributes that are the foundation of Kristal.AI.
02/04/2020
The wealth manger said it expects to improve revenues by more than 150 million Swiss francs over the three-year period by broadening its offerings for wealthy and ultra-wealthy clients and increasing technology investments to enhance its client advice.
02/04/2020
Fixed income and multi-strategy specialist to take on new funds and ETFs post.