06/04/2018
Fiduciary Trust Company, a wealth advisor and investment management firm for high-net-worth individuals and nonprofits, expanded its leadership team with the addition of John P. Morey in the newly-created position of Vice President, Head of Client Service
06/01/2018
Investec had about $146 billion in assets under management as of March 31.
06/01/2018
Law firm launches elite team to advise sports and music stars
Mr Platt said high profile stars needed expert, timely advice from legal experts, more than ever before.
06/01/2018
The former heads of C. Hoare & Co Wealth Management, James Hoare and Annamaria Koerling, together with Andrew de la Haye, deputy managing director of First Names Group, have acquired a majority stake in investment consultants Enhance.
06/01/2018
Due to tax rules, 'there are clients that maybe want to leave their money in Peru, not take [it] out,’ Velarde said.
06/01/2018
He will now succeed Gabriele Burn, who has held the lead position in the Ticino office on an interim basis since the departure of Marzio Grassi at the end of 2017.
06/01/2018
In his new role, Schena will be responsible for fund selection and will be creating, managing and monitoring scoring systems based on quantitative analyses.
05/31/2018
In this role, Eagan will be responsible for the oversight of client service, management and strategic growth of Bernstein's business in the region.
05/31/2018
Mutual expands wealth management leadership
Bryant said the expansion of the wealth and capital markets business would be augmented by the appointment of O'Brien.
05/31/2018
Both new hires previously had careers in professional cricket at Glamorgan County Cricket Club, with Bragg making top order batsman.
05/31/2018
Wealth Manager revealed the pair resigned from Thesis, where Nathoo was a client director, in January.
05/31/2018
58 percent of the foundations identified do not collaborate with other foundations.
05/31/2018
Bishop will continue to lead the tactical allocation process.
05/31/2018
Commenting on Pottle’s appointment, chief operating officer Mike Toole said: ‘We continue to search for and welcome quality recruits to our firm who have strong client relationships.
05/30/2018
Since joining Wells he has overseen a recruitment drive as he seeks to boost the firm's solutions business.
05/30/2018
He reports to Swiss boss Gian Rossi.
05/30/2018
He will also oversee ESG analysis and the enhancement of the group's responsible investment offering.
05/30/2018
Wealth management group hires new head of talent
She then moved into recruitment consultancy which led to her becoming the HR Director of an SME which more than doubled in size during her tenure.
05/30/2018
Intertrust appoints Head of Private Wealth
The role is in addition to his existing responsibilities as a member of Intertrust’s board in Jersey and Director of Treasury and Investment Services.
05/29/2018
The former boss of Credit Suisse's private bank and CEO of troubled Falcon Private Bank until last year will support the growth strategy of Sentifi, which has offices in Zurich, London, Mumbai and Ho Chi Minh City.