02/10/2016
She was named one of the '50 Most Influential Women in Private Wealth' by Private Asset Management magazine in 2015 and one of the '50 Top Women in Wealth' by AdvisorOne in 2011.
02/10/2016
Wealth management consultancy promotes wealth head to board
Under herleadership the Practice has expanded considerably and now constitutes a significant percentage of Knadel’s annual turnover.
02/10/2016
European chief executive Mike O'Brien is looking to build a competitive solutions business for pension funds and insurers.
02/10/2016
He will report to Washington Regional President Susan Traver and Garett Alton, mid-Atlantic regional sales director.
02/10/2016
That new firm is SoMa Equity Partners, and will led by current Apex chief investment officer Gil Simon.
02/10/2016
Canaccord Genuity Wealth Management names head of UK compliance
Canaccord Genuity Wealth Management last month hired Creechurch Capital's Arthur Molloy to spearhead its growth push in the isle of Man.
02/10/2016
Carbonnier has about 30 years of experience in banking and working with U.S. clients, the Geneva-based private bank said.
02/10/2016
UBP appoints to lead US client focus
He has about 30 years of experience in banking and working with U.S. clients, the Geneva-based private bank said.
02/09/2016
UBS Wealth promotes three in investment products team
The company said Ben Geldenhuis will head mortgage solutions
02/09/2016
State Street appoints Swiss ETF head
He will report to Alexis Marinof, EMEA head of SPDR ETFs and Stan Hlad, head of SSGA Switzerland.
02/09/2016
The top lawyer at Credit Suisse's wealth management division is leaving to join the private banking business at Swiss rival UBS.
02/09/2016
Brown Shipley chief investment officer Kevin Doran has been named as parent firm KBL European Private Bankers’ group head of research and strategy ahead of a Brown Shipley senior management shake-up.
02/08/2016
Based in Hong Kong, Tang joined in January and reports to Ignatius Chong, who was recently appointed to the role of market head, Greater China.
02/08/2016
Close Brothers Asset Management makes key hires
Penny Lovell, Head of Private Client at CBAM, comments: ‘We have identified a group of individuals who will help us in the next stage of our growth strategy. Shirley and Jonathan both bring extensive private client and professional intermediaries ex
02/08/2016
Greg Jensen, presumed successor to Ray Dalio, may take on changed role
02/05/2016
He will report to Edmund Koh, head of wealth management Asia Pacific
02/05/2016
There will be no like-for-like replacement for the head of global equities role and Gregory’s responsibilities will be divided between the team.
02/04/2016
Sei NAmes New Head Of Institutional Group
Former Head of Sales for Institutional Group Brings More Than 20 Years of Experience in Institutional Investing to New Role
02/04/2016
He was previously head of business development at AJ Bell Securities, where he helped grow the firm’s assets under administration to £12.1 billion.
02/04/2016
Innovative, Renowned FinTech Marketing Expert, Meghan McCartan, is Latest to Join Seasoned Executive Team