05/13/2019

B. Riley Makes Significant Wealth Management Hires

“The diverse investment platform and expanded reach available through our affiliates, combined with the evident culture that manifests here, makes all of us uniquely positioned to deliver end-to-end solutions that meet our clients’ needs.&

05/10/2019

Schoch steps down from role at Bank Julius Baer

He has also worked for AXA Investment Managers in London, Singapore and Hong Kong before moving back to Switzerland at Bank Vontobel Investment Banking and later joining Bank Julius Baer Switzerland.

05/10/2019

Nobel Prize-Winner Joins Bond Fund Giant

He is also a Co-Founder and Partner at Fuller & Thaler Asset Management, which uses behavioral finance to manage portfolios of small-cap U.S. equities.

05/08/2019

IW&I adds financial planning director in Exeter

In his role at IW&I, Richard will provide independent and specialist advice to private individuals and companies regarding retirement, tax efficient investment and succession planning.

05/07/2019

Hawksmoor boosts board

The appointment will further strengthen Hawksmoor’s leadership and governance as we enter the next phase of our exciting development.