05/02/2023
LGT adds manager to bespoke model portfolio team
The service currently has more than £3bn in assets
05/02/2023
The service currently has more than £3bn in assets
05/02/2023
She previously served as deputy president of the professional body for just over a year.
05/02/2023
Mitul Patel
04/28/2023
In his new role, Burkhard Varnholt will report to Francesco De Ferrari, CEO Wealth Management, and join the Management Committee of the Wealth Management Division.
04/28/2023
Experienced wealth management and investment professionals Derek Gawne and Lizz Ewart have acquired Charteris Asset Management
04/28/2023
She joins Stonehage Fleming with significant experience on managing legal matters including deceased estates, curatorship estates, and testamentary and inter vivos trusts.
04/28/2023
Clemens Markstein saw off competition from a field of internal and external candidates in the course of a broad-ranging recruitment process.
04/28/2023
The Circe founder was previously CEO at asset manager Unigestion.
04/27/2023
Prior to joining Pictet, Raymond was a Managing Director at Swiss Re Asset Management in London.
04/27/2023
Alex Noel has been promoted to CFO and Tom Cope joins as Group Head of Finance
04/27/2023
The search for a successor has started.
04/27/2023
Prior to his current role, Mr Oldfield was a member of PwC’s UK Executive Board for five years during which he was Head of Clients and Markets and latterly Head of Strategy and Communications.
04/27/2023
The two new Bankrat members will take office on July 1, 2023.
04/27/2023
She joins HSBC having spent four years with W1 Investment Group in Spain as Regional Manager and Senior Financial Adviser.
04/27/2023
Deborah Fuhr
04/27/2023
Shares in Jupiter Fund Management were down 2.6% at 129.50 pence in London
04/27/2023
As CFO at Golding he will be responsible for the finance function, fund operations, structuring, risk management, legal and compliance.
04/27/2023
Deputy investment chief Burkhard Varnholt is taking over the role on 8 May.
04/26/2023
She has extensive experience across the compliance landscape, including seven years at UBS in a range of roles, latterly as the designated Chief Compliance Officer.
04/26/2023
Davies has been the chair of the four major high street banks since September 2015.