12/20/2018
'Wealth planning is an important component in the firm’s strategy and enables us to provide a fully integrated investment management solution across our network of offices in the UK and Crown Dependencies.'
12/20/2018
As chief communications officer, Lahita will oversee strategic media relations and brand visibility for the firm, and its 127 advisors (and counting). Appointment coincides with the launch of a new website and new messaging highlighting the firm’s s
12/20/2018
Kean brings a wealth of relevant domain experience to the role and has already overseen the significant growth in both the Wealth and Post Trade businesses.
12/20/2018
Michael Graves, a senior PM in Point72's Cubist Systematic unit, resigned from the multibillion hedge fund manager last week
12/20/2018
UBS manages some 377 billion Swiss francs (S$521 billion) in the Asia-Pacific, and is the world’s largest private bank by assets under management.
12/20/2018
He will be proposed for election to private shareholders on 4 May 2019 at the bank’s annual general meeting.
12/20/2018
"Jessica brings to HSBC a very broad and deep knowledge of the Australian financial services sector
12/20/2018
Klingenbeck noted that the more defensive Global Allocation fund will now take a more quantamental approach, put more emphasis on its dynamic allocation process and expand its regional scope, no longer holding an overweight in Europe.
12/19/2018
Less than two years after it poached J.P. Morgan Private Bank’s U.K. head, Julius Baer has reorganized to make her role redundant.
12/19/2018
His practice serves high-net-worth families and individuals, including business owners and corporate executives, Raymond James says.
12/19/2018
In light of further developments and the ever-increasing demand for its services, Henley & Partners has decided to expand its Executive Committee.
12/19/2018
She is currently working as a forecast manager at the bank.
12/18/2018
Prior to joining Centrica, Mark Hodges was the Group CEO at specialist insurance broker Towergate Partnership.
12/18/2018
Firstly, it's going to help a lot if you work in wealth management.
12/18/2018
In addition to hoping that Wenkus can retain some of his former team’s clients, UBS apparently prizes his skating skills.
12/18/2018
Emmanuel Tuffuor will help develop both Apex’s private equity administration offering in Northern America and build out its tax service capabilities globally.
12/18/2018
McKessar and Roberts-Thomson come from the firm's client facing investment banking team.
12/18/2018
Dominique Leimer is expected to start in Riyadh in March
12/18/2018
Prior to that she spent more than 12 years at JP Morgan Asset Management, most recently as head of digital marketing operations, having previously been global business manager (marketing) and head of client communication Emea.
12/18/2018
She specialises in pensions, tax and retirement planning for high net worth individuals.