07/11/2014
Board member of Swiss regulator steps down owing to BES link
"Mr. Zufferey decided to leave FINMA's board after problems in the Espirito Santo group emerged," the regulator told Reuters in a statement.
07/11/2014
"Mr. Zufferey decided to leave FINMA's board after problems in the Espirito Santo group emerged," the regulator told Reuters in a statement.
07/11/2014
He spent a decade as head of distribution at Liontrust, joining from Mercury Asset Management where he worked for 12 years.
07/11/2014
At Quilter, Norton established the London stockbroking desk and went on to advise private clients, trusts and pension funds.
07/10/2014
He was responsible for high net worth business development and relationship management.
07/10/2014
Prior to J.P.Morgan, Mr. Souza held roles at Bear Stearns, General Electric Commercial Finance, SG Cowen & Co. and Citigroup Inc.
07/10/2014
Thanks to his experience in fund selection, he has excellent knowledge of the investment methodology and is in close contact with the fund managers and analysts.
07/10/2014
With more than 10 years of industry experience, Coombe joined the Firm as a Director and Private Banker.
07/10/2014
She joins Unigestion from Energy Alpha Strategies, where she was a director and head of Investor Relations
07/09/2014
Leeds private client manager Andrews Gwynne has poached the founder of Redmayne Bentley’s investment management team David Scott.
07/09/2014
Deutsche Oppenheim is now Germany's largest family office
07/09/2014
According to the Financial Conduct Authority (FCA) register, the new position is Taylor’s first role since his exit from RBS over two years ago.
07/09/2014
Their arrival follows the recent appointment of Stockbroker John Fletcher.
07/09/2014
His appointment is part of the German group’s push to strengthen its Americas-based equity investment team and follows the hire of Richard Glass in April last year who was named US head of small and mid cap value equities.
07/09/2014
He most recently served as DeAWM's Co-Chief Investment Officer alongside Asoka Woehrmann, will be based in London and lead all of DeAWM's business in the UK.
07/09/2014
The Wealth Management Association (WMA) has announced that Chief Executive Tim May is to step down from the role later this year.
07/09/2014
20-Year Sales Leadership Focus on Private Bank and RIA Channel Distribution
07/08/2014
SGSS has been providing securities services in South Africa to domestic clients in the country for over 20 years and offers a full range of services to asset managers, global custodians, investment banks and broker dealers. Its overall offering in South A
07/08/2014
He joins the firm from CAF Bank, where he was Chief Executive Officer.
07/08/2014
She will lead a marketing team at MetLife that aims to capitalise on the retirement income rule changes announced in March’s Budget.
07/08/2014
The team focuses on Indian entrepreneurs with a client centric investment and lending advisory model together with promoter and family advisory capabilities.