06/17/2015
True Potential Investments poaches from Tilney
“We look forward to working with Chris, whose knowledge will be crucial as we continue to expand to meet the demands of our partners, adviser firms and investors.”
06/17/2015
“We look forward to working with Chris, whose knowledge will be crucial as we continue to expand to meet the demands of our partners, adviser firms and investors.”
06/17/2015
New role to drive sales and relationship management activity for asset management globally
06/17/2015
He will replace Ruth Markland, who is stepping down this year as part of a wider boardroom clear-out that included the arrival of Bill Winters to replace Peter Sands as chief executive of the emerging markets-focused bank.
06/16/2015
Barclays Wealth & Investment Management has made hires from Brewin Dolphin and Anderson Strathern, bolstering its Manchester and Glasgow offices
06/15/2015
Clive Adamson is joining JP Morgan's private banking arm two years after he oversaw a £3m fine for the business, Sky News learns.
06/15/2015
Deutsche Bank co-Chief Executive Anshu Jain will receive no severance pay and no compensation for working as an adviser to the bank in the six months after his departure
06/15/2015
Before joining Rothschild in 2010, She worked with Morgan Stanley’s UK Private Wealth Management business for nearly twenty years
06/12/2015
The Wealth unit, which includes offshore banking and private client services, operates in SA, Jersey, the Isle of Man and the rest of Africa.
06/11/2015
He is based in New York and reports to John Hoffman, head of Northern Trust Wealth Management's greater New York region.
06/11/2015
For the last six years, Rozell has been the Director of the Art Business program at Sotheby’s Institute of Art in New York, as well as a private art collection consultant.
06/11/2015
He is also a director of Charles Stanley Pan Asset Capital Management Limited and EBS Management PLC, both of which are members of the Charles Stanley group of companies.
06/10/2015
As CEO, she will also be a member of the Group's Executive Committee. After joining SYZ in 2011 as Head of Product Development, Katia Coudray was subsequently Head of Investment at SYZ Asset Management.
06/10/2015
Asset-management giant hires Columbia finance professor
His research spans bond markets, equities, asset management and portfolio allocation, and alternative investments.
06/10/2015
We are delighted that he has decided to join Smith & Williamson and this will help to further strengthen our private client investment team.
06/09/2015
RBC Wealth Management Hires Advisor From Merrill Lynch
RBC Wealth Management,a division of Royal Bank of Canada,said it hired a financial adviser from Merrill Lynch.
06/09/2015
Head of acquisitions leaves Aberdeen Asset Management
Said he plans to spend some time on the golf course and on his non-executive roles.
06/09/2015
The company was an early adopter of exchange traded funds
06/09/2015
He will be based in our London office, will work closely with Group Chief Executive Officer
06/09/2015
He joins Rothschild from Credit Suisse in Manchester where he was Vice President and worked for more than 8 years.
06/09/2015
"Above and beyond his more than 25 years of experience in the wealth management industry, Chris brings exemplary leadership skills to the table," FitzPatrick said in a statement.