PWMA Appoints Ex-Goldman Banker as Chief
Khoo is an industry veteran with more than 25 years of experience in wealth management
Executive Moves
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Former Credit Suisse EAM core chief joins Aquila management
Carine Frick-Delaloye joins Aquila after 28 years at Credit Suisse.
BlackRock Names China Joint Venture GM
The announcement follows a number of recent appointments to the APAC leadership team
Temenos Promotes Proven Leaders to Accelerate Company’s Growth
William Moroney is being promoted from his previous role as Managing Director for Middle East & Africa at Temenos
Wealth management firm announces key appointments
Both appointments come as Evelyn Partners prepares to relocate later this year from its current Bristol premises at Portwall Place to the prestigious new EQ development next door.
New Head of Global Private Banking at HSBC
He is replacing Kevin Herbert who has retired after 35 years with HSBC.
Evercore Wealth Management Names Managing Director, Wealth and Fiduciary Advisor
He contributed to the firm’s financial planning strategy and business development efforts throughout the Northeast.
Quilter hires adviser proposition head in platform push
Craig Ross will oversee design and delivery of platform and investment offering for advisers.
InvestCloud installs former Fiserv chief as CEO
Yakubi was previously the CEO and chairman of Fiserv
Quilter appoints Craig Ross as head of adviser propositions
The pressures of increased prices and high interest rates are expected to remain for some time yet, so it is vital that people take steps to improve their financial situation sooner rather than later.
Edinburgh Investment Trust names deputy manager as de Uphaugh retires
Liontrust's Emily Barnard promoted