03/01/2023
In this newly-created role, Robert will be responsible for helping to increase the growth of Wealth Dynamix and its position as the leading provider of Client Lifecycle Management solutions for the industry He will report into Gary Linieres, CEO of Wealth
03/01/2023
Roy Charles Bates has joined from Reyl Intesa Sanpaolo and previously spent a decade as a corporate and finance lawyer.
03/01/2023
The firm expects to add to this capacity, with a number of new managing directors in the months ahead – and hopes to expand its team to over 65 professionals by the summer of 2023.
03/01/2023
All remaining members of the board will be put forward for re-election, according to an announcement Wednesday in conjunction with Swiss Life releasing its annual results.
03/01/2023
On garden leave until 13 August
03/01/2023
Sacha El Khoury joins
03/01/2023
She has qualified as a solicitor in England and Wales.Isabelle Russell has been appointed as an Associate in Jersey.
03/01/2023
Charlotte joins Oakbridge with over ten years’ experience having previously held compliance and client data analysis roles with Canaccord.
03/01/2023
On his appointment, Quintus said he is “looking forward to working across the bank to help drive further growth and innovation, and ensure we continue to deliver outstanding results for our clients.”
02/28/2023
It is not only in a position to report a profit but has also managed to make two key executive appointments aimed at keeping up its newfound growth momentum.
02/28/2023
Heather’s most recent role was Learning and Development Director at Balmoral Asset Management
02/28/2023
Experienced selector exits with new role expected in Q2, Citywire Selector has learned.
02/28/2023
Kim Manley has been recruited as a Senior Associate in London.
02/28/2023
Of those, 53 involve senior positions. The firm has promoted 47 of its directors to the position of managing director and six to the position of senior director.
02/28/2023
Davis succeeds Ruth Handcock who will remain with the Octopus group and on the Octopus Investments board.
02/28/2023
Focus on diversity
02/27/2023
Replaced by Alex Stanic
02/27/2023
The CEO of a company is the top senior executive over management, while the board’s Chair leads its board of directors.
02/27/2023
In his new role, he will be responsible for building client relationships and helping to drive forward the firm’s growth.
02/27/2023
She joins a raft of recent senior hires at Waverton, reflecting the business’ strategic focus on growth and business development.