08/18/2022
In his new role as Global Head of Insurance, he will lead an insurance team, partnering with business development, client relations and portfolio management teams to develop strategic and competitive solutions to address the needs of our current client ba
08/18/2022
Wooldridge, who will start his new role on 5 September
08/17/2022
Based in New York, Roy will report to David Law
08/17/2022
It also forms part of a strategic move by Nuveen to bolster its private wealth offering in Europe, having identified the Swiss market as an important region to meet this objective, given the depth, breadth and reach of its investor base.
08/17/2022
He will also be leading Kingswood’s partnership with Irwin Mitchell LLP in the South of England.
08/16/2022
Mussie Kidane to transfer to new position in a unit focused on US and Canadian investors.
08/16/2022
Andrew Cork, a former head of compliance at Seven Investment Management, has joined Hargreaves Lansdown.
08/16/2022
CIL Management Consultants made three senior promotions
08/16/2022
As KPMG prepares for the changing needs of clients, it is strengthening its London-based special situations and turnaround team.
08/16/2022
Mr Parry will be based at Old Mill’s Exeter office where he will offer comprehensive Financial Planning to individuals, family businesses, corporates, trusts and charities.
08/16/2022
PFS president Sarah Lord said she was delighted to welcome MacIntyre with his varied and extensive experience.
08/15/2022
«[Gill] has honed his expertise during the last 10 years with our wealth management CIO team,» Brice said.
08/15/2022
Kiener joins Saxo Markets from Bravura Solutions, where she was EMEA Head of Business Development leading sales efforts across all product lines.
08/15/2022
Our successful development strategy has enabled the business to witness unprecedented client growth over the past 12 months
08/12/2022
LGT Wealth Management has appointed princess Adelheid Coudenhove-Kalergi of Liechtenstein to its board.
08/12/2022
The 350-year old institution has found a place on the board for Andrews as a non-executive director.
08/12/2022
Swiss group further broadens thematic strategy with addition of long-serving analyst in PM capacity.
08/12/2022
He was an executive director at Goldman Sachs in Hong Kong, advising on investment funds.
08/12/2022
David McNeil will join nine strong team in London reporting to Citywire AA-rated fund manager Robert Sawbridge.
08/12/2022
His was one of several senior appointments