01/20/2016

Private bank names SEA non­exec chairman

He will work closely with the global financial advisory and wealth management and trust teams across Southeast Asia to continue the development of Rothschild’s businesses in the region.

01/18/2016

WMA appoints JM Finn investment head to board

She began her career at Brewin Dolphin in 1984 and spent the majority of her career there, rising to a board role in 2003, before stepping down from the company in 2013.

01/14/2016

Round Table Wealth Management boosts team

He has more than 25 years of experience providing extensive financial planning services to clients, such as investments, insurance, estate, gift and income tax issues as well as financial decision making.