10/11/2022
Third Financial is now one of the largest independent regulated technology firms offering Investment Platform and Software services to Wealth Managers, Financial Advisers and Family Offices.
10/11/2022
Edgedale joins Church House as a client director a few months after ending his 37-year career with JM Finn, where he was chair.
10/11/2022
He is also a qualified barrister and holds the CFA Certificate in ESG Investing.
10/11/2022
The appointment will take effect from 1 November 2022.
10/11/2022
Krupa will be running Societe Generale amid risks of a global recession and a crippling European energy crisis.
10/10/2022
We’re proud to welcome both Elsie and Laura to Team RWM!
10/10/2022
He joined Saxo in 2009 and has held various leadership roles within finance including Head of Business Planning and Analysis and Deputy Head of Group Finance.
10/10/2022
The appointment is subject to regulatory approval.
10/10/2022
She joined the Group in 2020
10/10/2022
The seasoned minister replaces Conor Burns, who was sacked from his post in the Department for International Trade (DIT) on Friday following a misconduct complaint.
10/10/2022
Abrdn has also been forced to freeze some institutional clients’ accounts after questions from the Luxembourg-based regulator, the Commission de Surveillance du Secteur Financier, following an audit.
10/10/2022
The mutual decision of Jan Axel Jansson leaving RISMA is part of RISMA’s new strategy “Sustainable Growth Journey” announced in August focusing on both continued ARR growth and lesser cash burn.
10/07/2022
Equiom is an exciting business with committed new owners and a great future ahead of it.
10/07/2022
Michael Wood will replace current manager Justin Upton, who will leave the firm at the end of the year.
10/07/2022
Pierin Menzli joins after nine years at J Safra Sarasin. He will remain in Switzerland in his new role.
10/07/2022
He said Wilson’s “considerable experience and knowledge will be of great advantage to us, as we continue to grow and scale our business”.
10/06/2022
For its Zurich office, the group has recruited Marcos Costantini and José Merced Gómez Mérigo, who have joined from Credit Suisse and UBS, respectively.
10/06/2022
More recently, Mooney has been overseeing the company's development project with FNZ to create a new platform.
10/06/2022
As Finance Director, Tûyet-Nhung Krummenacher's job is to ensure the production, governance and financial management of the SGPBS.
10/06/2022
Marie Lawrence joins Rathbones from Charles Stanley where she will work in its distribution team, focusing on the South East of England.