09/18/2018
The banker to the ultra-rich, generally viewed by wealth managers as those with at least $50 million to invest, previously worked at Commerzbank and Dresdner Kleinwort.
09/18/2018
In his role as COO for Visible Alpha, Hale will lead the company’s growing engineering, product, content management, operations and technology teams, which include more than 450 professionals.
09/18/2018
Marshall will be the bank’s co-head of software, alongside Sam Kumar, who joined the bank in 2015 and covers Softbank Group.
09/17/2018
Commenting on the appointment, Roger Clark, head of wealth management at Brown Shipley, said: “I am delighted to welcome Paul to Brown Shipley as we continue to develop our wealth planning expertise at a time of significant growth for the business.