02/09/2024
Parmenion adds PAM, Hymans Robertson and Albemarle MPS ranges
A total of 11 new model portfolio solutions added to adviser platform
02/09/2024
A total of 11 new model portfolio solutions added to adviser platform
02/09/2024
André Bodmer, who has been an unlimited liability partner at Rahn+Bodmer since 1995, will retain a financial interest in the private bank.
02/09/2024
The funds researched will be considered for inclusion within Quilter Investors’ range of multi-asset portfolios.
02/09/2024
He will no longer return to his active role as partner and customer advisor at Rahn+Bodmer, it was learned.
02/09/2024
He has over 20 years’ experience across operations, technology and change.
02/08/2024
At Odey WM, he specialised in running portfolios for professional investors, retail clients and entrepreneurs.
02/08/2024
Emma Crystal will replace Peter Flavel, who stepped down as boss of NatWest’s private banking operations during last summer’s furore over Nigel Farage’s account closure, Sky News learns.
02/08/2024
This month, BEKB was also able to recruit Nevin Galmarini as a financial coach in the Professional Investors department, as we learned further.
02/08/2024
Established the ESG investment process at Rowan Dartington where he worked for 12 years
02/07/2024
The advisory council was established, the company said, to advise Coinbase on its global strategy as it grew its reach around the world.
02/07/2024
Harvey and Thorman depart 11th March, with Octopus opting to expand its majority stake in the business.
02/07/2024
A digital cognitive AI strategist, author and experienced venture capitalist, Mark is the principal founder of Going Global Ventures.
02/07/2024
The new appointments support plans for growth, particularly in the high net worth and business protection space.
02/07/2024
Wood’s appointment comes at a crucial juncture as Progeny gears up for its next phase of expansion and aims to solidify its position as a global player in the industry.
02/07/2024
With his skills, he will strengthen Amrop's industrial and technology team in particular.
02/07/2024
Dorian joins from Metro Bank, where he spent almost six years within business development and relationship management roles.
02/07/2024
Maloney joins after a year in the asset and wealth management practice at Davies.
02/07/2024
With the addition of three completely new roles this month, private bank Bergos now has eight staff members on its executive board.
02/06/2024
Wouter Devriendt was the Chair of the Risk & Capital Committee and member of the Audit Committee of ABN AMRO’s Supervisory Board.
02/06/2024
Tom Lewis joins as managing director in London, and Silke Wood joins as a director in Zurich.