04/06/2023
Osato’s hire follows other recent appointments at Quilter Cheviot, including that of Oswald Oduntan, who joined the Managed Portfolio Service team as an investment manager in March.
04/06/2023
KPMG UK has appointed Neil Connor as the new head of its asset management
04/06/2023
It's no banking industry secret that since Credit Suisse's demise and subsequent takeover by UBS, numerous wealthy clients have been knocking on the door of private banks.
04/06/2023
The new supervisor comes from a Zurich asset manager.
04/06/2023
ABN AMRO Wealth Management aspires to be the partner of choice for wealth management in Northwest Europe. ‘Banking for better, for generations to come’ is its
04/06/2023
In the interim, before his arrival, the fund will be managed by head of European equities, Mark Denham and fund manager Marie-Anne Allier.
04/05/2023
The agreement with KPMG will also see the transfer of seven of his colleagues, who collectively have 80-years’ experience in delivering Forensic engagements, predominantly in relation to disputes.
04/05/2023
They include, Andrew Mays, who has appointed an Associate Investment Director in Bournemouth.
04/05/2023
Mr. Kirkby’s appointment was effective March 30, 2023, following no objection from the Jersey Financial Services Commission.
04/05/2023
During his 20 years-plus career, Aron has worked at the UK financial regulator as well as in compliance consulting
04/05/2023
Based in Geneva, he is primarily responsible for developing internal operational processes related to wealth management, enabling clients to benefit from an enhanced experience at all levels of their relationship with the Bank.
04/05/2023
The academic Sophia Haussener has joined the ethics committee of Arete Ethik Invest.
04/05/2023
‘I am truly sorry’
04/05/2023
Exclusive: Bethany Shard will join lead manager Martin Walker on the Invesco UK Opportunities and Invesco UK Equity funds.
04/05/2023
Alan Tu has stepped down and Dominic Rizzo, who was named co-manager of the Global Technology Equity fund in December, will become the sole manager of the strategy.
04/05/2023
Chairwoman Marie Macdonald commented: “We are lucky to have seen the benefit of sound strategic implementation spearheaded by Edward over the last few years.”
04/04/2023
Current manager Noelle Cazalis is exiting the firm after 12 years
04/04/2023
Research from the World Economic Forum in 2020 suggested that more than one-fifth of firms now have such an officer, thanks to the pressing need to ensure an orderly transition to business centring on digital technologies.
04/04/2023
The move comes as the firm looks to meet rising demand for consultants specialising in the sector.
04/04/2023
She is a solicitor qualified in England and Wales and Jersey.