01/10/2022
Clare is recognised for her work having won multiple awards from the leading private wealth awards bodies and was recently recognised as one of the top 50 most Influential Private Client Advisors.
01/10/2022
At Santander, Galvin will lead the Corporate Clients’ Relationship teams
01/10/2022
Aaron is highly regarded in the fields of extradition, mutual legal assistance, connected areas including asylum and public law and also in financial and business crime.
01/10/2022
The latest round of promotions includes a number at senior level.
01/10/2022
Marina will report to Andy Howard, Global Head of Sustainable Investment and regionally to Tiffani Potesta, Chief Strategy Officer, North America.
01/10/2022
He will succeed Michael Morley, a former Coutts & Co. CEO who has led Deutsche Bank’s U.K. business since 2017 and is retiring from executive roles after more than four decades in the City of London.
01/07/2022
He will join SPW in the second quarter of 2022 and will report directly to Mark Duckworth, Chief Executive.
01/07/2022
The partnership means that members of the organisations are entitled to a complimentary, no obligation consultation with a Quilter Financial Advisers professional financial planner.
01/07/2022
He is currently a principal economist in the BIS' Monetary and Economic Department, working with the unit dedicated to Innovation and the Digital Economy.
01/07/2022
All of the promotions support important practices and areas of growth for the firm and bring the firm’s total number of partners to 200.
01/07/2022
David Barfoot joins from Rize ETF
01/07/2022
The Swiss bank is creating closer links between its wealth management unit and investment bank
01/07/2022
Lee’s appointment will take effect as of January 1st 2022, at a time when the company is seeing extraordinary demands from the investments industry to deploy digital transformation technology across all aspects of client communications, regulatory
01/07/2022
Quilter Financial Advisers predominantly targets affluent clients and delivers financial planning services to 26 affinity and corporate partners.
01/07/2022
This exciting development will see her merging her business into Acorn Capital Advisers.
01/07/2022
Danske Bank is making solid progress towards our 2023 ambitions and on the transformation to become a better bank to the benefit of all our stakeholders.
01/07/2022
Adrian spent three years at Brooks Macdonald where he led the financial advice and marketing team.
01/07/2022
Prior to joining Schroders, Tim spent 14 years at Federated Hermes, including most recently as Director of Engagement where he focused on the energy, technology, consumer goods and retail sectors.
01/06/2022
The appointments boost Wordley Partnership’s Insurance sector and Commercial groups.
01/06/2022
Simon Bishop, Tim Brown, Sarah LaFreniere and Samantha Stein have been invited to join the partnership.