11/03/2021
LJ Fiduciary appoints MD of Client Services
His most recent role was as head of client services for a trust and company fiduciary business.
11/03/2021
His most recent role was as head of client services for a trust and company fiduciary business.
11/03/2021
This appointment further bolsters the Sustainable Multi Asset Solutions team, which is expanding to 15 dedicated investment professionals.
11/03/2021
Please join us in congratulating the Managing Director Class of 2021 on this significant achievement.
11/03/2021
He also brings a wealth of experience of the Dutch real estate market and will manage a growing number of assets in the country as part of Europa Capital’s value add fund series.
11/03/2021
Rocha Lima is both a certified and chartered financial planner and specialises in helping business owners and senior professionals with their retirement planning.
11/03/2021
Prior to Brown Shipley, she was a director on the investment management team at Coutts where she managed multi-asset advisory and discretionary portfolios.
11/03/2021
Barnaby said he was delighted to be promoted to the role, but highlighted his pride in the team at Guernsey Finance.
11/02/2021
Waverton Wealth has an established client base, predominantly in Scotland with offices in both Edinburgh and Glasgow.
11/02/2021
In her new role at M&G Wealth, she will be responsible for the development and ongoing management of discretionary investment solutions, including model portfolio services.
11/02/2021
The discretionary wealth manager, which this year celebrates its 250-year anniversary, has 14 offices across the UK, Ireland, Jersey and Dubai.
11/02/2021
Amy will work closely with other partners to build and consolidate customer relationships.
11/02/2021
Carolanne, Eimear, and Bill have incredibly strong backgrounds from several industries and each will lead different areas of our growing business.
11/02/2021
He also brings a wealth of experience of the Dutch real estate market and will manage a growing number of assets in the country as part of Europa Capital’s value add fund series.
11/01/2021
Jes Staley tells staff he did not want his looming battle with the FCA and PRA to become a distraction from the bank's operations.
11/01/2021
He is based in Frankfurt and is responsible for the company’s private finance business in Switzerland, Germany and Austria.
11/01/2021
Regulators began investigating after getting a cache of emails between the men from Mr Staley's former employer.
11/01/2021
Phileas’s team will follow a fundamental, bottom-up approach to manage the portfolio of 30-40 stocks, whilst leveraging its own ESG criteria.
10/31/2021
Mark Sheerin has been appointed Senior Private Banker, based in Yorkshire.
10/29/2021
Katrina started her career as an Accountant and Consultant with PwC
10/28/2021
He will take over the role as Chair from Jacco Minnaar who has recently been appointed as Chief Commercial Officer and member of the Executive Board at Triodos Bank N.V.