07/07/2016
Former Brown Shipley CIO quits parent firm
With industry sources indicating that his next move is likely to be a return to UK wealth management.
07/07/2016
With industry sources indicating that his next move is likely to be a return to UK wealth management.
07/07/2016
Mr. Chisholm joined Goldman Sachs & Co. in New York in 1985 and he served in a variety of progressively senior leadership roles
07/06/2016
The business was set up by Yearsley, formerly head of research at Charles Stanley Direct, and ex-Hargreaves Lansdown pensions expert Alex Davies earlier this year.
07/06/2016
Prior to that role she was the CEO of Count Financial.
07/06/2016
Alex is an experienced executive with particular expertise in financial services and technology companies.
07/06/2016
Tucked within the feature on the thoroughly charming firm of financial advisors and wealth managers was the announcement of a return to the fold of Henry Hodgkins.
07/05/2016
Brunner was previously managing director in the private banking & wealth management division at Credit Suisse in Zurich.
07/05/2016
He was responsible for business development specifically focussed on South East Asia markets, conducting business through private banking, consumer and IFA channels.
07/05/2016
Who will step down from that role and as Asia-Pacific head of fixed income, the document shows.
07/05/2016
Tehan's co-head of debt and derivatives, Michael Tierney, has assumed the role as sole head.
07/05/2016
EFG International has announced appointments to the Executive Committee and a new management structure for the combined EFG and BSI business, which will become effective as of the date of the closing of the transaction.
07/05/2016
He was most recently head of South-east Asia, global South Asian community and Africa offshore at Barclays.
07/05/2016
Most recently, she was head of the global client capital group at TH Real Estate.
07/05/2016
Harrington Starr founder and chief executive Toby Babb is equally positive about the sector’s prospects in the UK
07/04/2016
The advisers are expected to take their client books across to Shaw, with assets in the hundreds of millions of dollars.
07/04/2016
In his new role, Reed will be responsible for expanding the company's private client base as well as managing client relationships.
07/04/2016
Gray has 18 years experience working with discretionary clients and was previously regional sales manager at Framlington Unit Management
07/04/2016
Ellis joins from Schroders, where she worked in the business development team since 2009.
07/01/2016
To the newly created position of head of commercial banking, overseeing its restructured small- and middle-market banking business.
07/01/2016
The wealth manager has also brought in Peter Arkell from Deutsche Bank and Alex Dean from RBC Wealth Management.