07/17/2019
Wealth management firm appoints director to launch new financial planning arm
Will offer a holistic financial planning service extending the offering by supporting a wider clientele.
07/17/2019
RBC Wealth Management makes senior hires
In addition, RBC Wealth Management has appointed Annabel Bosman to the role of Managing Director
07/17/2019
RBC Wealth Management poaches Julius Baer MD
Annabel Bosman will head relationship management
07/17/2019
Banjo Adegbohungbe, Executive Director and COO of Coronation Merchant Bank joins CNBC Africa for more
07/17/2019
To bolster its Italian wealth management operation despite cutting 18,000 jobs worldwide
07/16/2019
Charles Stanley has hired a series of financial planners across its branch network.
07/16/2019
Earlier in the year, Rothschild CEO Laurent Gagnebin explained to finews.asia that although successful, the firm was just too small to maintain two offices in Asia.
07/16/2019
REYL Group announces new appointment
In his new role, he will continue the Bank’s transformation and automation efforts
07/16/2019
The financial services industry vet-turned-CXO will lead combined efforts of both client and advisor experience across all business lines
07/15/2019
Tan was most recently head of operations for Meyado Private Wealth Management.
07/12/2019
Philip Kewin, AFA chief executive officer, said Coulter had come to the AFA with extensive experience in financial services.
07/12/2019
He will assume his new role in October 2019
07/12/2019
In 2015, the firm was awarded a licence to manage pension plans.
07/11/2019
Ortea’s LinkedIn profile says he managed the office for three years.
07/11/2019
The firm benefits from the support of 30 private investors – principally entrepreneurs and financiers, committed to growing the business whilst ensuring client service the focus.
07/11/2019
Gallagher will be responsible for the leadership, management and governance of Wells Fargo’s European Bank
07/11/2019
His brief in Cheshire will be to lead the expansion of Zedra’s onshore businesses and with just under 20 years of industry experience, he is well placed to deliver this.
07/11/2019
Mrs Muir has over 20 years’ market experience working for exchanges and financial technology firms in both New Zealand and the UK.
07/10/2019
James joins Seventy2 Capital Wealth Management after five years as a Financial Advisor at Morgan Stanley.
07/10/2019
Your daily roundup of the latest fund launches, manager moves and strategy shifts.