01/09/2018
Charles Stanley makes double hire in regional push
Charles Stanley has appointed Sarita Kattoju and Steve Thompson to its intermediary sales team as it looks to expand its regional IFA network
01/09/2018
Charles Stanley has appointed Sarita Kattoju and Steve Thompson to its intermediary sales team as it looks to expand its regional IFA network
01/08/2018
After 12 months at UPB, however, Wong returned to his former firm last month as a private banker covering Greater China for HSBC Private Bank
01/08/2018
David Friedland takes helm from Stephanie Cohen, who was recently named head of strategy
01/08/2018
The banker previously worked for Zuercher Kantonalbank and Credit Suisse.
01/05/2018
He holds a number of public sector roles, including Chairman of the Royal Devon and Exeter NHS Foundation Trust.
01/05/2018
Ex-Towry boss Fisher swaps C Hoare for Smith & Williamson role
When Towry was sold to Tilney in 2016 Fisher was still a shareholder in the company, benefiting from the £600 million price tag.
01/05/2018
The bank also moved Lina Chan, who spearheads client management and business development in Singapore
01/04/2018
Willis Towers Watson exec joins rival
Mercer combined its investment and retirement divisions into a new wealth business a year ago in order to simplify its business structure.
01/04/2018
Private Bank goes on hiring spree for UK push
The bank has also made a number of internal appointments
01/04/2018
Stockton, who is originally from the UK, entered the financial services industry in 2003 in a business development role
01/04/2018
To many investors it is still best known as the corporate home of Singapore-based fund manager Mark Mobius
01/03/2018
The new appointment comes as Berner Kantonalbank announced plans to strengthen its position as an investment bank.
01/03/2018
He will be tasked with raising the firm’s profile as a charity investment manager in the UK
01/03/2018
The group operates as Affinity Wealth Partners and made the move in November, according to FINRA BrokerCheck records.
01/03/2018
He holds a Bachelor of Science in Accounting from the University of San Diego in California.
01/03/2018
Helping clients with estate administration has always been one of Fiduciary Trust's strengths
01/02/2018
She is committed to not only helping our clients reach their goals, but also passing on what she has learned.
01/02/2018
The firm was founded in 1985 as an independent asset manager focused on private and institutional clients.
12/29/2017
Sauter rose on the coattails of former U.S. fugitive Marc Rich at commodity giant Glencore
12/29/2017
Lord Deben, who was formerly chair of Apfa, has been appointed Pimfa chair