05/13/2015
Merrill Lynch says Hill to head retirement investment & income team
She was most recently with Merrill Lynch's Global Wealth and Retirement Services markets group, where she was head of product development and origination.
05/13/2015
She was most recently with Merrill Lynch's Global Wealth and Retirement Services markets group, where she was head of product development and origination.
05/13/2015
With 17 years’ experience and an unparalleled level of knowledge of Spanish companies...
05/13/2015
Since 2010 Buckley has worked at FF&P Wealth Planning dealing with high-net-worth clients, as well as advising partners of legal and accountancy practices and entrepreneurs.
05/13/2015
He joined the firm in January 2012 from HSBC
05/12/2015
Quilter Cheviot currently has £2.5 billion in assets under management held in Sipps and offshore bonds, and the firm sees this is as a key growth area in light of the pension freedoms.
05/11/2015
He has in-depth knowledge of international private banking and wealth management and many years of experience in management positions, in particular in Switzerland, Liechtenstein and Austria as well as in central Europe.
05/11/2015
Three former Charles Stanley managers have opened an office for Hargreave Hale in Nottingham
05/11/2015
Royal Bank of Canada, the country’s largest lender by assets, hired Francis Jackson from JPMorgan Chase & Co.
05/11/2015
He was instrumental in transforming ICICI Bank into the conglomerate that it is today.
05/11/2015
‘In the next three to five years we are looking to double the current level of investments we manage for this key area and as our proposition progresses, we will look at appointing more advisers,’ she said.
05/11/2015
Thomas Miller Investment has funds under management of over £2.9 billion and provides investment management services for private clients, insurance mutuals, charities, pension schemes and government.
05/11/2015
Senior private banker at its Leeds office
05/08/2015
Vallé has more than 15 years of sales experience and joined Morningstar in 2010 as Sales Director for Morningstar Switzerland. He previously held several sales and business development positions at Thomson Reuters in France and Switzerland.
05/07/2015
He would take up his new position at Credit Suisse on July 15 and will be based in Zurich
05/07/2015
It comes on the back of a major reshuffle.
05/07/2015
He joins the business from Legg Mason owned Martin Currie Investment Management where he was Director and Regional Head based in Switzerland from 2010.
05/07/2015
He will relocate to Zurich from Singapore and the company expects no interruption in the integration process with UBP
05/07/2015
Ian will be heading up a newly formed team of regional insurance practitioners
05/07/2015
He said he is planning to build a team of business development managers to work across the firm’s regional network over the coming weeks.
05/06/2015
Industry vet who helped engineer a turnaround in wirehouse's brokerage will be replaced by Brian Hull