Newly-Created Fortis Wealth Advisors Joins NewEdge Advisors
NewEdge, which is based in New Orleans, supports independent financial advisors nationwide.
Executive Moves
9451 articles found
Close Brothers Asset Management welcomes new managing director for Scotland
He has also held senior management positions at NatWest and Lloyds Banking Group where he was responsible for providing financial advice to key high-net-worth individuals.
Crestbridge Family Office Services strengthens senior central team to sharpen focus on growth
The growth of Crestbridge FOS’ central team comes at a pivotal time for the firm, which marked its tenth anniversary last year and is now embarking on a new and ambitious growth journey as a fully independent and private business.
Stonehage Fleming Appoints Pran Naidu As Senior Analyst in Global Best Ideas Equity Team
Pran joins from Melville Douglas Investment Management, where she was a senior global equity analyst and co-fund manager.
Financial Services Group GSB launches debt and equity capital markets division: GSB Capital
Grant Bergman heads up the new division as Global Head of GSB Capital
REYL Intesa Sanpaolo receives regulatory approval for its governance transition as of July 1st, 2024.
Under François Reyl's leadership, REYL & Cie has expanded from an authorised securities dealer with 15 staff in Switzerland to a fully licensed Bank with 400 employees, an international presence and a diversified business scope.
Bank Avera: Promotions
The Board of Directors and the Executive Board have decided on the following promotions and appointments as of July 1, 2024
Oakglen Wealth appoints Jersey Managing Director
In this piece we bring to you the news of our new Managing Director Appointment in Jersey, as David Baker steps down for retirement and passes on the baton to Allan Stewart.
Carolyn Leng Joins CGS International as Managing Director, Group Head, Private Clients
In her new role at CGS International, Carolyn will focus on developing economic models for M&As and capital-raising transactions, enhancing product offerings, and ensuring superior client satisfaction.
Island's financial regulator chairman retires
In its proposal for Mr Aspden's potential appointment, P&R said he was a financial professional with vast experience.
New MD James Wiseman to lead strategic growth at Praxis Guernsey
James, who was educated in Jersey and spent the first 20 years of his financial services career there, has returned to the Channel Islands with his family.
Steven Goulart Appointed as DWS USA Corporation Board Chairman
At MetLife, he oversaw approximately $600 billion in assets under management worldwide.