06/05/2018
He Citigroup has lured Deutsche Bank vice president Simon Marrison, Street Talk can reveal. Marrison, who spent 10 years at the German bank, will join Citi's general industrials and sponsors team as a director based in Sydney.
06/04/2018
Fiduciary Trust Company, a wealth advisor and investment management firm for high-net-worth individuals and nonprofits, expanded its leadership team with the addition of John P. Morey in the newly-created position of Vice President, Head of Client Service
06/01/2018
Mr Platt said high profile stars needed expert, timely advice from legal experts, more than ever before.
06/01/2018
The former heads of C. Hoare & Co Wealth Management, James Hoare and Annamaria Koerling, together with Andrew de la Haye, deputy managing director of First Names Group, have acquired a majority stake in investment consultants Enhance.
06/01/2018
Due to tax rules, 'there are clients that maybe want to leave their money in Peru, not take [it] out,’ Velarde said.
06/01/2018
In his new role, Schena will be responsible for fund selection and will be creating, managing and monitoring scoring systems based on quantitative analyses.
05/31/2018
In this role, Eagan will be responsible for the oversight of client service, management and strategic growth of Bernstein's business in the region.