09/12/2019
Firm makes senior Financial Planning hire
He will work with the Bedford Financial Planning team providing financial advice to clients, as well as with professional introducers such as accountants, who recommend individuals looking for financial advice and will also support Punter Southall Aspire&
09/12/2019
Deutsche Bank appoints wealth management head in Spain
At this firm, he spent 15 years, holding mostly financial advisory roles as well as selling financial solutions to institutional clients.
09/12/2019
SocGen Switzerland appoints private banking CEO
‘Thanks to his nearly 20 years of experience in private banking.'
09/12/2019
Innovative boutique firm continues expansion with new capital markets hire
09/11/2019
He is joining Kingswood at a time when the firm is looking to further expand in the intermediary space and we very much look forward to utilising his skills.
09/11/2019
After operating domestically for a few years, initially under the HK&P banner (Haverman Koteris & Partners – named after co-founders David Haverman and Remco Koteris), international expansion into the UK triggered the specialist consultancy
09/11/2019
Sky News also reported that Sorrell’s departure was entirely unconnected to other potential boardroom changes at the company.
09/11/2019
The Board of Directors of Bank J. Safra Sarasin will propose the election of Mr. Jürg Haller as a new member of the Board at the upcoming general meeting of shareholders.
09/11/2019
Strengthening Simon Hillenbrand's team
09/11/2019
Before that he worked at J.P. Morgan's Private Bank in New York and Frankfurt.
09/11/2019
Heuser will be in charge of portfolio management and individual wealth management
09/10/2019
But new Prime Minister Boris Johnson - who has himself said the deal would turn Britain into a "vassal state" - paid tribute to Robbins on Monday.
09/10/2019
In his new role, he will focus on the continued growth of our UK business and on achieving even closer cooperation globally on behalf of our clients.
09/10/2019
Sources suggested Lancaster and his colleagues aren't the only PMs to have left the fund in recent weeks: David Levary, a portfolio manager who spent five years with the fund after graduating from Harvard is also undertood to have gone.
09/10/2019
Credit Suisse is one of the few foreign firms to have a management team based in Milan, a reference point in Europe together with offices in Zurich, New York, Hong Kong, and Singapore.
09/10/2019
Senior Wealth Partner joins Integritas Wealth Partners
He will be responsible for the growth of clients with International Wealth Management requirements and joins the Senior Management team of Edward Loader and Paul Alker.
09/10/2019
Aegon names UK chief executive's successor
Mike brings extensive experience in the financial industry and a strong track record in focusing on customer solutions.
09/10/2019
The appointment is the latest in a series of developments that marks a new phase of TOBAM’s growth in France.
09/10/2019
Inflation-linked benchmark approach finds favour among advisers
09/10/2019
Wealth Management will be headed by Dirk Wehmhöner