11/08/2022
Alex Beavis takes up the role of group director, mortgages and protection, Linda Preston-Todd becomes Bankhall client relationship director and Stephanie Charman has been appointed strategic relationship director.
11/07/2022
Columbia Threadneedle acquired the UK and Europe fund management of BMO in 2021, and announced in March that the company would be rebranded, with all of the funds in the BMO range to acquire the prefix CT.
11/07/2022
At Farrer & Co, she will further strengthen the team’s comprehensive offering, helping clients with their complex and multi-faceted on-shore and off-shore needs.
11/07/2022
UBS is building out its business catering to rich Indians living overseas at a time when the sub-continent is seeing rising wealth.
11/07/2022
As part of a management buyout, Dufrain is set to expand by up to three times its current size across all regions.
11/04/2022
The former fund buyer is taking on head of sustainable investing governance role.
11/04/2022
She’s the first female executive to hold this position, and is coming in following the retirement of Daniel Labonté.
11/04/2022
He was previously Group Deputy Chief Risk Officer since October 2020 and replaces Sadia Ricke who will leave the Group at the end of November to pursue an opportunity in the banking sector in London.
11/04/2022
Most recently, he was Managing Director, Product & Profitability of the Trustee, Depositary & Fund Corporate Services division of RBC Investor & Treasury Services.
11/04/2022
Her worked at an international bank where she was responsible for a team of Jersey-based Trust Relationship Managers who administered a variety of structures providing intergenerational planning for ultra-high net worth clients
11/04/2022
Nicolette advises on a wide range of issues relating to international movement
11/04/2022
The previous head for Germany has left to work at a rival company.
11/04/2022
Sandra Phlippen is chief economist at ABN AMRO and will combine this position with her professorship.
11/03/2022
All three investment managers will work closely with private clients and intermediaries including financial advisers to manage their investment portfolios in line with their long-term financial goals.
11/03/2022
Another new hire from Goldman is Craig Bricker, who is expected to take control of a new risk analysis and resolution group
11/03/2022
She will lead on family office structures administered in Jersey for clients in the Americas, Canada and the UK.
11/03/2022
In this previous role as head of private clients, he was responsible for relationship management and building the firm’s revenue-generating projects.
11/03/2022
He will work closely with Schroders’ sustainable investment team and regional specialists and be focused on extending the strategic sustainability support provided for key clients.
11/02/2022
The promotion is the latest change in an ongoing shake-up in its senior dealmaking ranks
11/02/2022
The Management Board has appointed Paul Achleitner