11/28/2018
Chan's responsibilities included sales management responsibilities for Hong Kong, Japan and Korea as well as all structuring and distribution of equity derivatives products to private and retail clients in the region.
11/28/2018
At the time he joined Barclays, the bank said he was to have a key role in it's expanding Non Resident Indian business.
11/28/2018
J. Safra Sarasin is part of the Brazilian-headquartered Safra Group, owned by the Safra banking family, which traces its origins in banking to Syria in the mid nineteenth century.
11/28/2018
Bruce Meyers, a producing manager who had been running Walnut Creek since RBC combined it and an Oakland office into expanded quarters in May, has returned full-time to production
11/28/2018
South Africa-born Hobson has been in the fintech industry for the past 18 years
11/27/2018
During Howell’s tenure, he has overseen a number of acquisitions, including wealth manager Speirs & Jeffrey, IFA network Vision Independent Financial Planning and the private client arms of Jupiter and Tilney.
11/27/2018
The latest board shuffle comes amid a number of personnel changes since the merger that formed Standard Life Aberdeen.
11/27/2018
Adrian Lowcock, head of personal investing at Willis Owen, said at the time of Mr Formica’s exit that co chief executive arrangements were usually temporary.
11/26/2018
The move comes as BlackRock continues to consider Asia Pacific as one of its “most critical priorities”, according to chairman and CEO Laurence D. Fink.
11/26/2018
With over 20 years’ experience in capital markets, asset and wealth management business development and portfolio construction for large asset owner
11/26/2018
Wan's job is also a new one for UBS, which had previously delegated employee relations to its regions.
11/23/2018
Swiss bank has been a particularly active recruiter in the second half of 2018, while Deutsche sheds staff from its investment bank
11/22/2018
French lender BNP Paribas has lost a significant member of its Asia leadership team.
11/22/2018
The breadth of his experience, including his time as a multi-asset portfolio manager and as a relationship manager, gives him a detailed insight into the needs of investors.
11/22/2018
Her focus was particularly on the Greek market.
11/22/2018
These advisors are telling us they want the freedom to serve their clients as they deem most appropriate to their needs.”
11/22/2018
He is currently a Special Adviser on Risk and Regulation to the Central Bank of Ireland
11/22/2018
This ground-breaking initiative, which fuses asset management expertise with academic rigour, will seek to identify market allocation signals for systematic strategies.
11/22/2018
Wealth Manager revealed that 24 investment managers and support staff had left the firm to set up a new business with Cheviot founder Michael Kerr-Dineen.
11/22/2018
Faulkner, a former Wealth Manager cover star, had been recruited by Psigma earlier this year to work out of the firm’s Birmingham branch.