05/21/2015
He is first and foremost an investor, but also has a strong understanding of distribution, product development, regulatory issues and attracting, retaining and getting the best out of talented investment managers.
05/20/2015
A big-producing Morgan Stanley team of financial advisers has joined rival Merrill Lynch
05/20/2015
Elian appoints new corporate and international finance associate director in the Cayman Islands
Prior to joining Elian he was an associate director of DMS Offshore Investment Services.
05/20/2015
Wealth Management group appoints Operations Manager
She joins with 15 years experience in the pensions industry and was previously at Ashcourt Rowan where she was Head of Business Quality.
05/20/2015
Swiss Wealth Manager appoints Head of Investments and Portfolio Management
He has a degree in Business Administration from the University of Geneva (2001). He also holds a diploma in financial analysis (Chartered Financial Analyst, 2007).
05/20/2015
Jarnoux earlier served as sales manager at investment boutique Axiom Alternative Investments.
05/19/2015
We can continue our course from a position of strength
05/18/2015
Rathbones' Glasgow office is now open for business after the firm hired a number of investment managers from rival Brewin Dolphin
05/18/2015
Evercore Wealth Management appoints two Wealth Advisor
"They further strengthen our trust and family wealth capabilities, working directly with clients and with our colleagues at Evercore Trust Company to deliver customized fiduciary and family wealth services."
05/18/2015
Swiss private bank appoints director of alternative investment solutions
He is joining Edmond de Rothschild as director of alternative investment solutions
05/15/2015
The departures follow Alan Dickinson’s decision to step down as chairman after three years.
05/15/2015
The move sees Theodore ‘Ted’ Dimig and Kristof Gleich assume new responsibilities while still focusing on manager selection.
05/15/2015
The new branch will be Hawksmoor’s third after Ipswich and Exeter, strengthening its presence in the South West.
05/15/2015
Former Sanlam UK distribution boss Nigel Speirs is set to join network Intrinsic to help the business boost its growth, New Model Adviser® understands.
05/14/2015
Head of private banking research to step down after 30 years
Head of private banking research and deputy global chief investment officer (CIO) will retire next year after three decade
05/14/2015
Elian has appointed a director with over 12 years of trustee experience to its Cayman Islands office.
05/14/2015
The Wealth Management Association (WMA) has appointed three new members to its board of directors, including the chief executive of Coutts & Co.
05/13/2015
She was most recently with Merrill Lynch's Global Wealth and Retirement Services markets group, where she was head of product development and origination.
05/13/2015
With 17 years’ experience and an unparalleled level of knowledge of Spanish companies...
05/13/2015
Since 2010 Buckley has worked at FF&P Wealth Planning dealing with high-net-worth clients, as well as advising partners of legal and accountancy practices and entrepreneurs.