02/05/2018
Since leaving Barclays Wealth, David has founded two new fintech start-ups based in the Google techub campus, and most recently he was the program lead for the launch of a new wealth management business, “Saranac Partners”.
02/02/2018
During a spell lasting nearly six years at Barclays commencing in 2006, Oppenheimer is credited with transforming the bank’s retail division.
02/02/2018
Rockefeller Philanthropy Advisors elects new board members
New additions to the Board include experts in Next Generation Philanthropy, Social Entrepreneurship and the Arts.
02/01/2018
KBL European Private Bankers has announced three appointments to its Executive Committee
01/31/2018
The reshuffle among the top echelon of Julius Baer in Germany has now been concluded, the company said.
01/31/2018
Former CEO of Credit Suisse Americas takes reigns at Och-Ziff
The move is the most prominent fallout yet from a brewing battle between executives and board members over future leadership at the New York-based firm, known as Oz Management.
01/31/2018
Boosting diversity initiative
01/31/2018
She notably contributed to the successful capital raising efforts in France for some of our flagship institutional and unit-linked funds.
01/30/2018
There really is no other firm like Baird in America today, and I am incredibly excited to be a part of it.
01/30/2018
Her sheer drive and can-do mindset are an excellent fit with Kempen's corporate culture.
01/30/2018
Lee will take over at Vontobel's financial products arm on Monday, which means he will be responsible for structured products issuance in Hong Kong Kong and Singapore.
01/30/2018
The trio was hired in the period from September to December, however their names weren’t communicated until the end of their probation period.
01/30/2018
WealthMan, the blockchain-driven platform for wealth management, announces the latest supplement to its Board of advisors.
01/30/2018
His appointment follows a period of transition for WH Ireland
01/29/2018
The latest recruit, Saunders, joins after three years at Coutts, where he was managing director for its US and Western Europe businesses.
01/29/2018
Senior Wealth Manager to head up APAC division
He will lead a team of sales, channel and product managers to accelerate market penetration in South East and North Asia
01/29/2018
The non-executive role for a well-known industry figure comes as Schroders makes a renewed push into private equity
01/26/2018
Before that, he held various client-facing and senior roles within the Group across the Middle East, Asia and Europe, HSBC said. His appointment is effective on 5 February.
01/25/2018
The news was accompanied by a trading update covering the five months to 31 December 2017.
01/25/2018
He is and will always remain an extremely driven professional with great personal commitment to the business and his colleagues.