03/16/2016
BMO Financial Group has had a presence in Australia since 2004, when BMO Capital Markets Limited opened a representative office in Melbourne offering investment and corporate banking services to global clients doing business in the Asia Pacific region.
03/16/2016
Staff at Davy Stockbrokers have been briefed by management of director changes that will result in a majority of board positions being held by external non-executives.
03/16/2016
The firm, led by group chief executive Simon Chamberlain which also announced three senior appointments, is aiming to double staff numbers by 2018.
03/16/2016
InvestCloud has experienced a huge amount of success globally
03/16/2016
Heritage Trust Group has strengthened its Singapore-based team with the arrival of two senior practitioners to lead its trust business and family office services offering.
03/16/2016
After more than 26 years with the firm, Raymond James General Counsel and Corporate Secretary Paul Matecki announced his intention to retire on Sept. 30, 2016.
03/15/2016
Duncan was chief operating officer at Quilter Cheviot from November 2013 to May 2015.
03/15/2016
She currently holds senior advisory and directorship positions at Jadwa Investments, Fajr Capital, and the Axiata Group.
03/15/2016
Industry super fund head to join family office
During this time the fund also achieved strong investment performance and reduced member fees by 15 basis points.
03/15/2016
He brings almost 20 years of financial industry experience to the role, having most recently held the position of Head of Sales for EMEA & APAC at Eagle Investment Systems.
03/15/2016
In the last year Hargreave Hale has made series of hires for the Worcester arm, which manages around £200 million.
03/14/2016
New client adviser joins city centre team of financial services firm
03/14/2016
Cornerstone has also appointed Louise Melville as personal assistant to the management team.
03/14/2016
Credit Suisse family office and UK domestic PB heads step down
03/14/2016
Nordea appoints head of private banking
He is currently chief executive for Nordea's Luxembourg unit.
03/14/2016
Both are working with UK and International clients and report to Charles Insley, Head of International for Standard Life Wealth.
03/11/2016
Jensen had long been seen as the heir apparent to Dalio, who founded Bridgewater in 1975.
03/11/2016
Her promotion will see her assume responsibility for Standard Chartered’s biggest book of business in Guernsey.
03/11/2016
On September 15 last year, the company had announced Hanratty's departure from the firm.
03/11/2016
The spokesperson added that the firm is currently searching for a replacement.