05/06/2016
Barclays Wealth director exits after 23 years
He joined Barclays in 1993 after working at Natwest Markets
05/06/2016
He joined Barclays in 1993 after working at Natwest Markets
05/06/2016
She has more than two decades of experience in the wealth management space.
05/05/2016
He will have primary responsibility for national strategy for wealth services and investment advisory
05/04/2016
We are confident that Casey’s appointment will lead to greater growth and expanded market share for the Mid-Atlantic region.
05/04/2016
He previously held management roles at Credit Suisse including as Northbrook Branch Manager, Central Region Sales Manager and National Training Program Coordinator.
05/04/2016
His experience covers a range of business areas, including strategy, performance and change management, gained from various professional roles as an advisor, professional services manager and public company chief executive.
05/04/2016
International law firm lands private-wealth lawyer from Withers
He represented Florence Tsang in London and Hong Kong leading to the highest ever litigated divorce award in Hong Kong history.
05/04/2016
He has almost 30 years’ experience in banking and wealth management. Prior to joining Brown Shipley Healey was managing director of Lloyds Bank's International Private Banking based in Switzerland
05/04/2016
Sandaire appoints new Head of Marketing
Before joining Sandaire, Vanessa was Marketing Manager for Pepper Group in the UK and Ireland
05/04/2016
The hire means the Philippine and Thai teams, who previously had separate reporting lines, will now report straight to Bow.
05/04/2016
Before joining Standard Chartered, Udit held a variety of sales and operational roles including fund administration of Private Equity and Hedge Funds in multiple jurisdictions including Singapore, Canada, USA and India.
05/03/2016
RBC asset management unit hires from BNY Mellon
He will be based in Chicago and report to John Donohue, managing director and head of liquidity management for RBC Global Asset Management in the United States.
05/03/2016
Salamanca Group appoints new MD of Salamanca Group Trust
Gordon has extensive industry knowledge across a broad range of disciplines including South African exchange controls, tax, trusts and wills.
05/03/2016
Changes to the Board of Directors
05/03/2016
Qualified to practice in the Netherlands, Jannsen is a corporate tax adviser, and experienced on cross-border tax matters, including advising high net worth families and family offices on international tax and succession planning projects. He also advises
05/03/2016
He has been appointed head of Brooks Macdonald’s Tier 1 Investor Visa programme in London.
05/03/2016
“We are very pleased to welcome Iuliia and Ben to the team. We have seen very strong performance across our strategies and this enhancement of our analysis capability will enable us to deliver consistent returns and develop further strategies to com
05/03/2016
PJT hires Deutsche Bank CEO of North America
Deutsche Bank has seen a number of high-profile moves since announcing a reorganization plan.
05/03/2016
“I look forward to assuming my new role and I’m delighted that Martin has agreed to take on the role of chief executive. Given my time working with Martin I am convinced that he has the skills necessary to lead Nutmeg, tackle the day to day ch
05/02/2016
RBC Wealth Management names new chief executive officer for USA
He is expected to join RBC this summer.