05/19/2021
As part of Brewin Dolphin’s successful intermediary team, Ian will help to enhance the company’s existing UK advisory partnerships as well as developing the firm’s intermediary proposition nationally and internationally in Jersey and the
05/18/2021
Credit Suisse was the biggest loser when the world’s top investment banks raced to exit trading positions as Archegos collapsed, pushing it into a 900 million-franc ($997 million) pretax loss for the first quarter and prompting a management shakeup.
05/17/2021
Andrew will begin a process of handover from the incumbent, Caroline Connellan, with immediate effect.
05/14/2021
Broadening out leadership at the top of the strategy, David Lewis is promoted to co-Head of Strategy, Independent Funds, working closely alongside long-standing team head John Chatfeild-Roberts.
05/13/2021
Previously, McGrade held consumer-focused roles at investment firms such as non-executive director of M&G Securities, CIO at Virgin Money and CIO at TD Direct Investing.
05/13/2021
In that time, he has been heavily involved in the development of Moore Kingston Smith, and he led an initiative to build the firm’s presence in Los Angeles, as UK media clients increasingly required support for their businesses in dual markets.
05/13/2021
The changes include the appointment of David Lewis to co-head of strategy for independent funds, working alongside the longstanding head of the 10-strong range, John Chatfeild-Roberts.