01/10/2019
Truxton Trust Adds Veteran Wealth Advisor
He is a past board member of the Financial Planning Association of Middle Tennessee and member of the Middle Tennessee Estate Planning Council.
01/10/2019
He is a past board member of the Financial Planning Association of Middle Tennessee and member of the Middle Tennessee Estate Planning Council.
01/10/2019
The new firm will also take over individual mandates dedicated for wealth management clients.
01/10/2019
The HSBC calling card has been very attractive in welcoming talent.
01/10/2019
Aisling becomes a partner alongside a team of very experienced professionals
01/10/2019
We’re proud to welcome these talented professionals
01/09/2019
Philip Wong joins the bank from HSBC Private Banking, where he worked for 13 years.
01/09/2019
Prior to this, Malcolm worked at JM Finn & Co where he was involved in the management of private client and ETF model portfolios.
01/09/2019
Davida is an experienced litigator who also deals with employment, contracts and mental health matters (including work-related psychiatric injury litigation).
01/09/2019
Walker will remain with the business and continue to manage client money.
01/09/2019
Matthew Honour joins as asset management specialist, responsible for growing Charles Stanley’s managed portfolio sales in the South.
01/09/2019
The position at SCCN is part-time only. Rinderknecht-Liang is a financial specialist at China Construction Bank (CCB) in Zurich, responsible for customer relations with banks and insurance firms.
01/09/2019
He is now working as an analyst in private wealth, according to his profile on LinkedIn.
01/09/2019
From Ardmore Partners
01/08/2019
Latitude Investment Management nabs new hire from Fidante Partners
01/08/2019
He joins Credit Suisse from Citi Thailand where he was the head of Thailand equities and head of sales at Citicorp Securities.
01/08/2019
Wieting will retain his current role as chief investment strategist, which he has held since May 2013.
01/08/2019
Cynthia Lee’s wealth of experience and deep expertise will be a great addition to our team of trust professionals
01/08/2019
Beleaguered asset manager Gam Investments has added to its investment team in Hong Kong.
01/08/2019
Buxton will remain head of UK equities and manager of Merian's UK Alpha Fund, it said.
01/08/2019
From 2014 to 2015, he was chief financial officer of Global Net Lease Inc, a NYSE listed real estate company.