10/11/2018
David Cobb, co-chief executive of Smith & Williamson (pictured), said: ‘I am delighted that David has joined the firm to help accelerate the growth in this key area for Smith & Williamson.
10/11/2018
The move is the latest turbulence to hit the partnership of Lombard Odier, one of Switzerland's largest independent, unlisted private banks.
10/10/2018
Mr O’Brien has also previously held positions with Kompass Ireland and Masterfoods
10/10/2018
Baird has added 40 financial advisers to the group since the start of the year.
10/10/2018
His responsibilities for Iberia have been handed to Nabil El-Asmar Delgado, who was hired from Belgian group Candriam where he was country head for Iberia.
10/10/2018
The private bank said that the move is intended at fortifying its position in India.
10/10/2018
The departure of Slingerlend will see Garth Yettick named as a portfolio manager on the technology fund from 1 December.
10/10/2018
Credit Suisse Trust announces appointment of new Centre Head in Guernsey
He will also work closely with Credit Suisse’s dedicated Ultra High Net-Worth (UNHW) team to grow and develop the bank’s UHNW strategy.
10/10/2018
London & Capital Appoints Two New Partners
The two partner promotions mark a period of continued growth for London & Capital that has seen the firm increase its combined assets under management to £2.8bn since it opened for business in 1986.
10/10/2018
These appointments demonstrate KW Wealth’s commitment to investing in independent research expertise for our clients, to achieve the outcomes they are looking for.'
10/09/2018
Since then, roughly 30 have returned to the U.S. market via SEC-registered units in often remote places like South Dakota and Alaska, as finews.com reported.
10/09/2018
Cornish's appointment was first announced back in May.
10/09/2018
Miss Clouston is to take on the role of global relationship manager with offshore law firm Collas Crill next year.
10/09/2018
She is recognised for her trusts and private client work by both Chambers and Legal 500 with market sources describing her as 'incredibly hard-working' and 'really first class'.
10/09/2018
Prior to Pictet, Didier was an Equity Derivatives Trader at Deutsche Bank from December 2007.
10/09/2018
Reyl hires ex-WM CEO to lead US business
René Marty has over 25 years’ experience in the financial industry, most of which spent dealing with North American clients.
10/09/2018
He has 27 years of experience in the wealth management industry and joins Rockefeller from the family office Goodrich, LLC
10/08/2018
The retirement date for David Lamb is confirmed as 26 February 2019.
10/08/2018
The ex-chairman of HSBC Douglas Flint is in the running to replace Gerry Grimstone as the new chairman of SLA.
10/08/2018
Sturkenboom most recently spent six years at Russell Investments as a senior investment strategist first based in London and then in New York.