10/17/2019
His departure follows a much wider loss of 10 million euros ($11 million) at the 149-year-old wealth manager last year, from 300,000 euros in 2017, as finews.com reported in August.
10/17/2019
John Wallace, Co-Head of UK Investment Management, says: “The strength of Brooks Macdonald’s relationships with advisers and clients is founded on having the best people.
10/17/2019
On joining Raymond James, Levens says: “Raymond James provides me with robust compliance oversight and award-winning research, while providing my clients with the security of a large parent company.
10/17/2019
The first challenge for Mr Spence will be that Mr Darwall is taking the Jupiter European investment trust with him to his new venture, meaning the Jupiter investment trust business will lose some of its revenue and assets next month.
10/17/2019
Pinto will report to Jean Raby, CEO of Natixis Investment Managers, member of theSenior Management Committee of Natixis in charge of Asset and Wealth Management.