02/19/2020
Adding to the pain of losing high-producing and influential teams—both Devine and Zakrocki were on Goldman’s Advisory Council and Zakrocki and Clearly were elevated to managing directors in 2017—is their relatively young age.
02/19/2020
Nichole Heidrick, Linda Mauzy and Leigh Flor are terrific additions to our expanding team of wealth management professionals
02/19/2020
Philippine Airlines recently revamped its leadership, seeking to fight off competition from budget carriers
02/19/2020
Both will start their new roles in April for three-year terms.
02/19/2020
The firm also recently recruited a new member to its investment committee.
02/19/2020
BrickMark’s advisory board will support the firm’s management in the planned significant extension of its real estate portfolio.
02/19/2020
Gary will be focussed on supporting the intermediaries BM works with and will be instrumental in transforming and enhancing how the Group can help advisers grow their business.
02/18/2020
Luis Sánchez de Lamadrid, general director of Pictet WM Spain, told Spanish financial media that Cavero's appointment reinforces the firm's commitment to attracting talent, "in a bid to establish responsible relationships with client
02/18/2020
He was previously the head of third-party distribution at Delaware Investments for more than four years.
02/18/2020
efore joining Julius Baer in 2017, he was an investment adviser and director at Coutts.
02/18/2020
The Swiss banker replaces Henrik Herr, a veteran private banker who had been with the Zurich lender for 17 years.
02/17/2020
New CEO takes charge of UK Government Investments on 12 March 2020
02/14/2020
Since joining he has led the FCA’s work to make sure competition works well for consumers and tackle anti-competitive behaviour in the financial services industry.
02/14/2020
The new hires will work in teams and regularly discuss the performance of each customer’s assets with them and explain the options that they recommend.
02/13/2020
He is president of the board of trustees of the American Friends of the National Museum of Bermuda Inc, a fundraising body.
02/13/2020
Young’s team will also head up the market executive strategy council, which includes eight market executives representing advisors to senior management, Barron’s writes.
02/13/2020
A founder shareholder and part of the business since 1992 his expertise covers a wide variety of structures for private and corporate clients and regulated financial services businesses.
02/12/2020
New model creates flatter line of business structure and brings greater focus and accountability to the company
02/12/2020
He moved to Warburg from an international auditing and consulting firm.
02/12/2020
These appointments reflect the importance of the region