01/23/2015
David Scott, founder and senior partner at Vestra Wealth, said: "As many of the global banks are restructuring their wealth management proposition in light of changes brought about by RDR to their revenue models, our core focus on looking after the c
01/22/2015
The role was previously part of the remit of Bernard Rennell, who remains Asia-Pacific head of global private banking and to whom Marquis still reports.
01/22/2015
Egg's former business development and strategy head Sarah Gentleman has joined Rathbones as a non-executive director
01/22/2015
To help grow its wealth management business in Switzerland.
01/22/2015
Prior to joining Coutts, David worked for Royal Bank of Canada, also in Jersey
01/21/2015
He joins from Retraites Populaires
01/21/2015
StanChart hires Chan in ultra high net worth push
In recent months, the UK-based emerging markets focused bank has been hiring within that segment
01/21/2015
Champ to become a visiting scholar for Spring Term 2015 at Harvard Law School
01/20/2015
His departure comes as the British bank shrinks its emerging markets business, following new regulation that requires lenders to hold more capital and liquid assets.
01/19/2015
Prior to that he was a wealth adviser for Towry and Assistant Regional Director for Baker Tilly Financial Service
01/19/2015
Standard Life Wealth international private client boss exits
As well as having overall responsibility for the team he will also manage portfolios for international and UK private clients.
01/19/2015
Swiss private bank appoints CIO for multi-asset
However, he will now join the Swiss private bank’s asset management arm from February, serving as CIO of its multi-asset business, which manages around $5.2bn in assets.
01/19/2015
I have been very impressed by Brown Shipley’s evolution over recent years
01/19/2015
Former Coutts & Barclays directors to head wealth launch
The pair will join CMB Wealth Management if and when it is successful in its FCA licence application to offer wealth management and mortgage advisory services.
01/19/2015
Tilney Bestinvest has appointed Richard Stones as a director in its financial planning division, responsible for a the south west and Wales
01/19/2015
Credit Suisse Group AG, Switzerland’s second-biggest bank, appointed Eraj Shirvani global head of emerging markets at its investment bank, replacing Chris Corson who will take on a new role within fixed income.
01/16/2015
The combined business, with £14.2 billion in assets under management, then rebranded before being acquired a year later by Old Mutual Wealth for £585 million.
01/16/2015
Wealth Manager revealed in August 2014 that Bridgepoint, Quilter Cheviot’s private equity owner, had been planning to sell the business by the end of the year, either privately or through a public listing.
01/16/2015
He has over 20 years of consulting and industry experience in financial services, largely focused on the private banking and wealth management sector.
01/15/2015
HSBC has appointed a new group head of wealth management