11/25/2020
EFG announces changes to Global Business Committee
Patrick Ramsey is a seasoned wealth management and private banking professional with more than 25 years of experience in the industry.
11/25/2020
While Jefferies is hiring in Paris, Houlihan Lokey has been firing - and hiring - in Frankfurt.
11/25/2020
International Family Office launches UK advisory board
“We are fortunate to have secured the services of Robin, Natalie and Anthony, and I am looking forward to working closely with them.”
11/25/2020
This could carve out an audience in the crowded market by building out its feature set with in-demand but rarely supported capabilities.
11/25/2020
Europe's biggest bank poached Michael Yarian from Barclays in 2016.
11/25/2020
Avalor Investment has appointed Carole Müller-Wildi as a partner.
11/25/2020
Sims is available for interviews on her new role within the Partners Fund as well as related questions of allocations to all asset classes, topical trends in multi-asset investing, portfolio construction and ESG.
11/25/2020
Aviva first took a majority stake in Wealthify in 2017, but in June completed a full takeover of the company.
11/25/2020
European equities specialist Mark Leach has been with the firm since 2014 EmailFacebookTwitterLinkedInPrint
11/25/2020
UBS’s Elizabeth Weir will be replacing Andrew Butler-Cassar who exited the business in February.
11/24/2020
Brewin Dolphin announces new Belfast head of office
Kenneth brings expertise, focus and enthusiasm to the job, he will lead the team to deliver strong outcomes for both clients and the company.
11/24/2020
Mayfair Capital announces senior appoinments
The time is right to hand over executive responsibility for running the business.
11/24/2020
Investment industry veteran had already been chair of the DFM’s investment committee
11/24/2020
Heartwood names new CEO as it completes rebrand
Heartwood Wealth Management has named a new chief executive and dropped its name in favour of Handelsbanken Wealth & Asset Management.
11/24/2020
UBS promotes senior debt banker to new vice chair role
Joined the Swiss bank five years ago as head of coverage within its European DCM unit, has been named vice chair of global banking
11/23/2020
Five-lawyer group, led by partner David Van Dijk, join from NautaDutilh in Amsterdam
11/23/2020
Jonathan has over 25 years of experience managing private client portfolios
11/23/2020
Wealth manager James Hambro & Partners (JH&P) has made Portfolio Manager Mark Leach a partner.
11/23/2020
BNP Paribas Asset Management Announces Four Hires
All four are based in Paris.
11/23/2020
Lee Bailey has joined Saunderson House as Financial Planning Director and brings bringing over 25 years of private client experience within financial services, having spent the last decade at Odey Wealth Management.