01/19/2015
Leading Scotish accounants boosts financial services team
Prior to that he was a wealth adviser for Towry and Assistant Regional Director for Baker Tilly Financial Service
01/19/2015
Prior to that he was a wealth adviser for Towry and Assistant Regional Director for Baker Tilly Financial Service
01/19/2015
As well as having overall responsibility for the team he will also manage portfolios for international and UK private clients.
01/19/2015
However, he will now join the Swiss private bank’s asset management arm from February, serving as CIO of its multi-asset business, which manages around $5.2bn in assets.
01/19/2015
I have been very impressed by Brown Shipley’s evolution over recent years
01/19/2015
The pair will join CMB Wealth Management if and when it is successful in its FCA licence application to offer wealth management and mortgage advisory services.
01/19/2015
Tilney Bestinvest has appointed Richard Stones as a director in its financial planning division, responsible for a the south west and Wales
01/19/2015
Credit Suisse Group AG, Switzerland’s second-biggest bank, appointed Eraj Shirvani global head of emerging markets at its investment bank, replacing Chris Corson who will take on a new role within fixed income.
01/16/2015
The combined business, with £14.2 billion in assets under management, then rebranded before being acquired a year later by Old Mutual Wealth for £585 million.
01/16/2015
Wealth Manager revealed in August 2014 that Bridgepoint, Quilter Cheviot’s private equity owner, had been planning to sell the business by the end of the year, either privately or through a public listing.
01/16/2015
He has over 20 years of consulting and industry experience in financial services, largely focused on the private banking and wealth management sector.
01/15/2015
HSBC has appointed a new group head of wealth management
01/15/2015
He held a number of senior roles at UBS AG over a career spanning more than 25 years with the banking group including serving as Group Chief Financial Officer between 2008 and 2011.
01/15/2015
EFG International has selected John Reed to be Chairman of its UK business.
01/15/2015
New CEO for private client advisory service launched in 2014 by Mishcon de Reya and Opus Private
01/14/2015
This is the second major hire to be announced by the firm over the course of the last week, and follows David Muncaster’s appointment as Director of Commercial Activities.
01/14/2015
Keep it in the family
01/14/2015
Rothschild Asset Management Inc., the US asset management business of the Rothschild Group, today announced that it is further strengthening its alternative investment business with the appointment of Shakil Riaz as Head of US Alternative Portfolio Manage
01/14/2015
He has earlier led the cash management operations of Eaton Vance, Dwight Asset Management and Lehman Brothers Asset Management-Neuberger Berman
01/13/2015
The US private bank aims to broaden the range of alternative funds on its platform, but is cautious about increasingly popular ‘liquid alternatives' and unconstrained strategies.
01/13/2015
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