05/09/2017
Headhunters suggest that large financial services organisations are now in the market for senior professionals to lead the technology risk management projects related to Brexit.
05/09/2017
Rothschild grabs more Credit Suisse talent
Advisory firm takes two from Swiss bank to help open new office in the San Francisco Bay Area
05/09/2017
UK wealth management firm boosts team
Everitt was previously a self-employed IFA in South Wales.
05/09/2017
Parkinson spent five years at Coutts, and has been COO at the bank since June 2013.
05/09/2017
PineBridge to Open new Switzerland Office in Zurich
05/08/2017
Coxeter was previously a principal for the investment arm of Mercer, where he evaluated multi-asset and equity strategies.
05/08/2017
Brown Shipley CEO Ian Sackfield said: ‘I am delighted to announce the formal integration of The Roberts Partnership."
05/08/2017
She was previously a fund manager at Schroders for eight years.
05/08/2017
The role of head of national sales has evolved to align with the bank's wealth business.
05/08/2017
In recent weeks, the company has made a number of hires to bolster its regional network, including its Exeter, Bristol and Chelmsford offices.
05/08/2017
Changes to the Coutts leadership team
After five years with Coutts, the last four as Chief Operating Officer, Grant Parkinson has decided to pursue an external opportunity and is leaving the business towards the end of June.
05/08/2017
Kate has been responsible for leading business delegations and promotional activity in South East Asia, North America and Europe.
05/04/2017
Standard Life Wealth strengthens leadership team
Reporting directly to Richard Charnock, Chief Executive Officer, John will have responsibility for the overall performance of Standard Life Wealth’s investment portfolios
05/04/2017
Sanlam UK makes a raft of new hires to drive excellence in its Wealth Division
The business has been re-organised into a vertically integrated model with Wealth Planning at the forefront of the business.
05/04/2017
A leader in the bank’s global digital strategies is coming to the states.
05/04/2017
We continue to see tremendous opportunity with the ultra-high-net-worth market.
05/04/2017
Ms. Eroshin is a CFA, CPA and CFP, as well as an adjunct faculty member at the University of San Francisco.
05/04/2017
Rachael qualified with a Big Four accountancy firm in the Isle of Man while working within their Tax Department.
05/03/2017
She joined SYZ Asset Management, where she developed the OYSTER franchise in German-speaking Switzerland and German-speaking countries until 2011.
05/03/2017
He brings a wealth of experience and an impressive reputation in the intermediary sector.