11/08/2017
Former wealth management head resurfaces
This will mean helping diagnose the issues that impact families and endowments, defining or re-defining their purpose of wealth and guiding its structuring and deployment.
11/08/2017
IW&I charity division has been running for 80 years and currently manages £3.3 billion on behalf of nearly 1,200 charity clients, a 17% increase on the previous 12 months.
11/08/2017
She has worked at UBS since 1987.
11/08/2017
The newly appointed fixed income head has 30 years of experience in the asset management industry and has been appointed head of fixed income Switzerland and has been managing that space for 16 years.
11/08/2017
Our new Managing Directors have demonstrated an outstanding commitment to our people, clients and culture
11/07/2017
HSBC Appoints Head of Wealth Management in the UAE
In his new role, Hadi will be responsible for implementing HSBC’s retail banking and wealth management strategy for the UAE.
11/07/2017
WHIreland International Wealth appoints Senior Investment Manager
Chris’s new role at WHIreland International Wealth will see him manage discretionary portfolios for a wide range of clients including institutions and private individuals.
11/07/2017
Edmond de Rothschild appoints Global Head of Business Development
This appointment represents a major step forward in our efforts to extend our presence among institutional investors.
11/07/2017
Second-largest custody bank to promote head of asset management division to role
11/06/2017
Stapeley left Falcon, which has since been ensnared in the 1MDB scandal
11/06/2017
Prior to Saga, Howard worked as CFO for Acromas and had stints at Cordiant Communications and WPP Group.
11/06/2017
Newton restructures investment team
Chris Smith, who is already part of the team, and Emma Mogford, manager of the Newton Continental European fund, will assist Nichols.
11/06/2017
Mid-cap broker and wealth manager appoints City veteran after tough times
Well-known markets analyst joins
11/06/2017
The former deputy head of advisory, takes over Germann's role.
11/06/2017
The advisors were each named Managing Director and Wealth Manager and will work at First Republic Investment Management in Boston.
11/06/2017
Raiffeisen said it will reinforce its top management from January 1 by setting up a risk and compliance department.
11/03/2017
Ex-Brown Shipley CIO scraps boutique for key AJ Bell role
The duo will work together to expand the range of investments AJ Bell currently offers.
11/02/2017
His appointment underscores the importance we place on high quality service for all our clients.
11/02/2017
She oversaw private banking, investment management, trust and brokerage across the personal advisory and corporate client segments.
11/01/2017
Bhakta was made managing director of BML in January 2017 after it stopped being a private bank.