11/15/2024
He will be based in Azets’ Stockport office on Greek Street, covering clients across the North West, with other Azets branches in the region in Bolton, Burnley, Lancaster, Manchester, Preston, and Kendal.
11/15/2024
Philip Howell will lead Openwork on an interim basis after the exit of CEO Richard Houghton, weeks after the firm announced a minority investment by US PE house Bain Capital.
11/15/2024
He will take up his new role on January 1, 2025.
11/15/2024
The firm writes that in this new role, Tobin will report to Aleksandar Ivanovic, President of Asset Management
11/15/2024
Daniel Augsburger, who served at VP Bank for eight years, will take over as head of sales at 1741 Group in January.
11/15/2024
Goldman Sachs named 95 partners last week, including private wealth exec Brittany Boals Moeller.
11/15/2024
Goldman Sachs named 95 partners last week, including private wealth exec Brittany Boals Moeller.
11/15/2024
Bernal will lead EP Wealth’s wealth advisory, investments, marketing, and wealth management services teams.
11/14/2024
Peter Wilke Brings More than 20 Years of Multi-Asset Investment Expertise to Role
11/14/2024
Ryan will be responsible for overseeing the firm’s financial advisors in Phoenix and Scottsdale
11/14/2024
She was a director at AllianceBernstein, in the private wealth management group.
11/14/2024
He will continue to report to Alexia Giugni, Head of Coverage, EMEA ex Germany and Austria.
11/14/2024
The asset manager hopes to break into a crowded market by avoiding competition with financial planners and highlighting its fund experience.
11/14/2024
Harry Sevier will launch Lulworth Investment Management at the end of the year.
11/13/2024
After spending her entire career at the bank in various divisions, the business head is leaving Kotak Private Banking.
11/13/2024
The team spirit plays a major role for the new CEO of real estate investment manager Helvetica .
11/13/2024
Fiammetta Valentini has joined the wealth firm as a fund analyst after 19 months at 7IM.
11/13/2024
Throughout his career, Singh has provided strategic financial advice to a diverse clientele, ranging from small businesses to large corporations.
11/13/2024
He is set to be replaced by Hestie Reinecke, who joined the business in October.
11/13/2024
The Fund has no permanent size, sector or style bias and seeks to outperform the UK Equity Market by 3% per annum over rolling three-year periods.