07/25/2019
A Spanish-born lawyer, Bujanda spent over 25 years working catering to high net worth and ultra-high net worth clients across the finance industry and extensive knowledge of the PPLI industry.
07/25/2019
Current general manager of NAB Financial Planning and NAB Direct Advice Tim Steele has also been promoted, and will assume the role of group executive, retirement and investment solutions from September.
07/25/2019
Industry veteran led Comerica Wealth Management
07/25/2019
The bank has been offering its products and services, as well as its expertise as a globally active wealth and asset manager, to its private and institutional clients in Basel for around 10 years.
07/24/2019
Having a leader with Barry’s experience and caliber in these key leadership roles will enable us to continue to drive the business forward at pace.”
07/24/2019
On Friday last week, RBS announced outgoing Chief Executive Ross McEwan will be joining National Australia Bank Ltd when his notice is finished.
07/24/2019
These three appointments follow shortly after Quilter Cheviot’s recent investment hires from Brooks Macdonald
07/23/2019
Hart joins from Rothschild Wealth Management where she was most recently its head of Southeast Asia.
07/23/2019
Hall, whose new practice will be called CLH Wealth Management, had been overseeing $150 million in client assets and was generating $1.5 million in revenue at UBS, Frick said.
07/23/2019
The move comes as the bank faces a lawsuit by a former graduate employee over her alleged rape by a superior at UBS.
07/23/2019
WH Ireland strenghtens Audit, Risk and Remuneration team
During his career of 24 years, Philip has advised and raised equity for a wide range of UK public and private companies.
07/23/2019
Wealth Tech Firm Adds Country Manager
With over 25 years’ experience in IT and the financial services industry, Haruka brings an array of skills to this new role
07/23/2019
Her skills and experience will be invaluable to the board
07/23/2019
Increasingly, family offices are looking to BTIG for our full-service offering
07/23/2019
The appointment of Alexandra Altinger ends of JOHCM's year-long search for a new boss.
07/23/2019
Maine Pointe adds Adam Smith to family office sector
Adam is a proven leader and is highly respected in the industry
07/23/2019
Paloma Gómez de la Higuera was named as a senior private banker, while Jaime Beruete Concostrina, Patricia Fitzgerald and Carlos Núñez Alfaro were also added to the team.
07/19/2019
Zedra has shown an ability to grow rapidly in new markets, bringing with it a fresh and new approach to the challenges of managing international clients business and wealth.
07/19/2019
Broad Street Investment Management, which was set up by Morton a year ago, has hired a chief investment officer from a rival wealth firm.
07/19/2019
TORI Global appoints wealth management head
He joins from EY