01/11/2024
Mr. Kopitsis brings to his new role over 20 years of intermediary experience in both Europe and Asia, a deep network of relationships, and a proven track record.
01/11/2024
The new offices will be run by experienced CROs and specialists who have established networks and long-term experience in serving clients in these locations.
01/11/2024
She replaces Claude Kurzo, who had already been promoted to a new function in London last year.
01/11/2024
Matt Green joins the firm’s London office as senior investment director, while Jonathan Follows joins as senior investment manager.
01/11/2024
Yves Schläpfer has joined Copernicus Wealth Management alongside Giuseppe Deni, who will take up the role of quantitative portfolio manager.
01/11/2024
TISE has 37 employees operating across Dublin, Guernsey, the Isle of Man, Jersey and London.
01/11/2024
Bhatia joined Principal in 2019 as president and CEO of Principal Funds
01/10/2024
Prior to this, Scott worked across asset and wealth management, banking, life & pensions, savings and investments and technology both as a consultant and a business leader.
01/10/2024
Prior to that, he was a Director at AFS Group and Managing Director at J.P. Morgan.
01/10/2024
On appointment, Hill will also join the Board Audit Committee and Board Remuneration Committee.
01/10/2024
Richard started his career as a stockbroker and later moved into wealth management with two private banks before co-founding the investment oversight business, Enhance Group.
01/10/2024
Sinead Strain has joined the board of directors at Goldman Sachs Bank AG.
01/10/2024
Oliver Amstad has stepped down as CEO, a role he had held since co-founding the company in 2010.
01/10/2024
LGT Wealth Management has announced a raft of new partners, including four senior individuals who joined as part of its acquisition of Abrdn Capital.
01/10/2024
The Edinburgh fund house promotes former graduate trainee Christopher Howarth to work on the £459m strategy which has faced performance and outflow challenges.
01/10/2024
Dermot Murphy and Claudia Ripley
01/10/2024
Abigail Malortie, a descendant of founder Sir Richard Hoare, is the 51st partner of the UK's oldest privately-owned bank
01/09/2024
Babin will specialise in analysing fixed income strategies
01/09/2024
Additionally, he has contributed to brand development and marketing strategies in his previous positions.
01/09/2024
Julian Hynd will help bring Chetwood’s new specialist mortgage lender “ModaMortgages” to market later this year