07/06/2017
He joined Weatherbys Private Bank as its Deputy Head in June 2015 from Coutts where he had been Head of Advisory within the investments team and deputy chairman of the Investment Strategy Committee.
07/06/2017
Appointment positions BBH to expand technology services; increase investment in digital and data transformation
07/06/2017
Daniel brings a wealth of experience
07/06/2017
I am thrilled that Patrick and his team have joined Smith & Williamson
07/06/2017
He has a federal diploma in banking, is an expert in wealth management and also holds a diploma of advanced studies in banking issued by the Swiss Finance Institute.
07/06/2017
He will provide his banking and know-how in managing complex portfolios to Flynt and work in the development of the business.
07/05/2017
Leading global distribution for each of the Alternatives asset classes.
07/05/2017
‘I would like to congratulate our new partners,’ said David Cobb, co-chief executive and managing partner of investment management
07/05/2017
At SFP, Di Maggio will become a member of the management board, pending the approval of the regulator
07/05/2017
The recent successes with our flagship solution, Figaro, taken up as a managed service by Alliance Trust & Savings and by James Brearley & Sons, proves that wealth management firms are keener than ever to de-risk their investments in technology.
07/05/2017
Bruce joins CBAM’s Glasgow office after six years in PwC’s regulated advice team
07/05/2017
The appointment will bring together two former Credit Suisse bankers.
07/05/2017
He joined the firm from Oddo & Cie in September 2008.
07/05/2017
He will be responsible for the investment strategy of Indosuez Wealth Management in Spain, Belgium, Italy and Luxembourg.
07/04/2017
He worked with Nomura, Barclays and Merrill Lynch in Singapore.
07/04/2017
Ex-AIG chief, JPMorgan veteran contacted by board for top job
07/04/2017
Vanguard recently launched an online platform through which it sells its ETFs directly to the individual customer.
07/04/2017
Joins as assistant fund manager
07/04/2017
India is a high-potential market for our group with a unique demographic profile.
07/03/2017
He led the client solutions office in San Francisco and was co-head of Liability Driven Investment in North America with BlackRock.