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.
05/13/2015
He joined the firm in January 2012 from HSBC
05/12/2015
Quilter Cheviot currently has £2.5 billion in assets under management held in Sipps and offshore bonds, and the firm sees this is as a key growth area in light of the pension freedoms.
05/11/2015
He has in-depth knowledge of international private banking and wealth management and many years of experience in management positions, in particular in Switzerland, Liechtenstein and Austria as well as in central Europe.
05/11/2015
Three former Charles Stanley managers have opened an office for Hargreave Hale in Nottingham
05/11/2015
Royal Bank of Canada, the country’s largest lender by assets, hired Francis Jackson from JPMorgan Chase & Co.
05/11/2015
private banker appointed as first chief of BRICS bank
He was instrumental in transforming ICICI Bank into the conglomerate that it is today.
05/11/2015
‘In the next three to five years we are looking to double the current level of investments we manage for this key area and as our proposition progresses, we will look at appointing more advisers,’ she said.
05/11/2015
Thomas Miller Investment has funds under management of over £2.9 billion and provides investment management services for private clients, insurance mutuals, charities, pension schemes and government.