06/10/2024
Ascot Lloyd poaches new CCO from Brooks Macdonald to drive growth
With his team of adviser relationship managers, he will be responsible for delivering on Ascot Lloyd’s continued ambitious growth plans
06/10/2024
With his team of adviser relationship managers, he will be responsible for delivering on Ascot Lloyd’s continued ambitious growth plans
06/10/2024
She will be part of the Global Markets Executive Management Group.
06/10/2024
Prior to Lazard, he spent over 10 years working with BlackRock’s largest and most complex institutional investors within its strategic client division.
06/10/2024
George has worked in the financial services industry for over 15 years
06/10/2024
He left for a VP role at Thomson Reuters, where he worked for five years before joining Standard Chartered.
06/07/2024
She will report to Pinar Abay, ING’s global head of Retail, Market Leaders and Challengers & Growth Markets, and member of the Management Board Banking.
06/07/2024
He will join the bank in June and will be based in New York, reporting to Ronnie Wexler, Global Head of Equities Distribution.
06/07/2024
In his new position Dreaneen will take on overall business responsibility for the natural capital investment division, leading on investment strategy, product design and capital raising.
06/07/2024
He will also be a member of the Group’s Executive Committee.
06/07/2024
Simon Lussi joined this June and is based in Zug.
06/07/2024
Simon Werkheiser and Nurul Nasir to join from Invesco and BlackRock, respectively
06/07/2024
Last October Tavistock reported better trading after previously making a loss of nearly £1m.
06/07/2024
His specialties involved strategic development, mergers and acquisitions, integration and scaling operations.
06/06/2024
Daniel Savary, who held senior roles at Pictet, Julius Baer and Clariden Leu, has become the new wealth management head at Copernicus.
06/06/2024
The move comes as the administrator closes businesses that the group has not already sold off or transferred out of its network of independent financial advisers.
06/06/2024
The promotions represent 13 offices and all key practice groups operating in the region.
06/06/2024
His main focus will be the acquisition and management of private clients.
06/06/2024
The manager of the £1.3bn AXA Framlington Global Technology fund will leave the firm in August.
06/06/2024
The promotions and moves form part of HSBC’s ongoing programme to support people with their career and professional development aspirations.
06/06/2024
James Bowes-Lyon, who has been critical of the consolidation sweeping through the wealth sector, has joined Oberon Investments.