Wakefield-based wealth management company appoints new financial adviser
Mr De Block has come to the West Yorkshire firm from Santander where he provided holistic financial advice and guidance to customers.
Executive Moves
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Lancaster Guernsey reshuffles top team
Paul has more than 28 years of experience in finance and has been with Lancaster since 2013.
Merrill's Private Wealth Head to Retire
Donald Plaus, who has led the ultra-high-net-worth unit since 2017, is leaving the firm next month.
Citibank Singapore Appoints Matt Read as Retail Banking Head
Corporate veteran to build on good start to bank's bold wealth management goals
BLKB’s Radicant replaces CEO after media controversy
Radicant has appointed two co-CEOs on an interim basis.
Five-strong Credit Suisse Zurich private banking team exits
Central America team head Cristiano Russo left the firm alongside a quartet of private bankers catering to clients in the region from Zurich.
UBS appoints Michael Mimick to lead Midwest Wealth Management Market
He was responsible for leading the firm’s advisors in Nebraska, Kansas, Missouri and Oklahoma.
Kingswood U.S. Announces Opening of Florida Corporate Office To House New Wealth Management Group
Expansion Strengthens Firm's Wealth Management Footprint in South Florida, with Kingswood Advisors Gaining Additional Access to Services
Welcoming New Adviser Bradley James
At Ryley Wealth Management, Bradley will be advising both private clients and business owners to help them maximise their money and work towards their financial goals.
Lazard Asset Management Appoints Larry Cohen as Global Head of Technology & Operations
He will work with our teams globally to improve and refine our global technology, systems and operational infrastructure, which will help support the next stage of growth and expansion within the asset management business.
radicant announces new leadership team
With the appointment of the Co-Leads, Rouven Leuner and Roland Kläy, radicant’s Board of Directors reiterates the importance of this next phase.
JP Morgan’s Michelle Chen moving from China tech back to Hong Kong wealth management
23 Wall is a global team that sits between the investment bank and private bank to give families and entrepreneurs access to the firm’s intellectual capital, balance sheet, and global deal flows, according to JPMorgan.