05/02/2019
Sanlam swipes Brewin investment manager for sales team
Wealth manager looks to improve client engagement with expanded team
05/02/2019
Wealth manager looks to improve client engagement with expanded team
05/02/2019
Tommaso Migliore, founder and CEO of MDOTM, said: "Guerrini's international experience and deep knowledge of the Swiss market will make him an important asset to the company for the advisory services we offer to private bank and asset manager&am
05/02/2019
Based in Singapore for almost a decade, Laug will return to his native Netherlands to join the firm
05/02/2019
Alongside this new appointment, Morses Club said Patrick Storey has informed that he wishes to retire as an independent non-executive director when his current three-year term of office expires on Saturday.
05/01/2019
Peter Enns and Matthew Wallace become global co-heads of corporate finance coverage in the new structure, the memo said.
05/01/2019
The appointment of Grégory Taïeb strengthens our ability to respond to client demand for integrating our quantitative strategies into their portfolios."
05/01/2019
He will report to chief investment officer Toby Vaughan and work on developing Brown Shipley's investment proposition.
05/01/2019
Santander increases its focus on its private clients
05/01/2019
In the future, Slotosch will play the role of global head of Business & Commercial Management for the Asset Managers & Owners segment of the HSBC Group in London.
04/30/2019
Senior distribution departures
04/30/2019
Responsible for research and development of firm's product range
04/30/2019
He takes over from Agnès Garcia, who is now transversal coordinator for the key client group as part of Rémi Frank’s team.
04/30/2019
Chris Godding, Chief Investment Officer, commented: “Tilney has one of the largest multi-asset fund books in the UK, supported by a sizeable team of twelve analysts and portfolio managers."
04/30/2019
He joined IRESS two years ago and has successfully established and led the expansion of our lending business in Australia.
04/30/2019
Stuart and Catriona are great examples of Morton Fraser as a ‘talent first’ firm and the appointment of both to the role of partner was a natural choice.”
04/30/2019
Four seasoned financial services specialists with impressive reputations – Rodney Baker-Bates, Stephen Kingsley, David Roper, and Roger Sanders OBE – join the new panel.
04/30/2019
He began his career with Barclays Capital in Paris where he worked in the Investment Banking team.
04/30/2019
She has expertise in inheritance tax planning as part of the preparation of wills for business owners and high-net-worth families.
04/29/2019
Law firm promotes Judith Stephenson in Glasgow and Douglas Sinclair in Edinburgh
04/29/2019
Shepherd and Wedderburn, which has offices in Glasgow, Aberdeen and London, has also promoted four senior lawyers to legal director as part of its latest appointments round.