11/11/2024
Copia managing director exits DFM
Robert Vaudry is to be replaced by Joanne Benson at the Wealthtime-owned business.
11/11/2024
Robert Vaudry is to be replaced by Joanne Benson at the Wealthtime-owned business.
11/11/2024
It comes as Richard Oldfield officially becomes Group Chief Executive, succeeding Peter Harrison who has led the business over the last eight years.
11/11/2024
Philipp Eble joined in July, following a stint as a portfolio manager for a German insurance group.
11/11/2024
He joins the business from Carbon Tracker, an independent financial think tank that analyses the impact of fossil fuels, climate change and the energy transition on capital markets.
11/11/2024
Reporting into Chief Client Officer, Ed Venner, Phil will oversee both wholesale and institutional sales in this newly created role.
11/11/2024
Jacques Chappuis’ expertise in acquisitions made him the prime candidate to lead PGIM’s growth
11/11/2024
All three, who combined have nearly 40 years’ industry experience, join with immediate effect.
11/11/2024
Viktoras Vatinas joins the private bank from Baloise Asset Management.
11/11/2024
Lovell leaves less than two-and-a-half years after joining from Sanlam Private Wealth.
11/11/2024
The recognition was part of the 2024 Global Private Banking Awards.
11/11/2024
Goel will be responsible for leading Seccl’s operations, finance, CASS, legal and cross-functional delivery teams.
11/08/2024
Middleton has spent the last four years working in the US
11/08/2024
Prudential said it remains on track for its expected 2024 net business profit growth of 9% to 13% at constant exchange rates.
11/08/2024
Phil has an excellent track record of working in the UK market, having spent most of his career based in London.
11/08/2024
He joins from investment management specialist Blackfinch Group, where he was chief distribution officer.
11/08/2024
The structure has further enhanced the SPW proposition, enabling the group to maintain the highest quality of financial advice and assist an increasing number of clients.
11/08/2024
During his term in office, Mark Haller drove forward the implementation of many important projects in the area of ​​digitalization and made a significant contribution to increasing efficiency within the bank.
11/08/2024
Dean Layzell joins as an investment manager after a seven-year stint with Evelyn.
11/08/2024
Thomas Klein appointed Group Head of Asset Servicing & Financial Intermediaries
11/08/2024
Claude Maurer is leaving the megabank after more than 18 years.