09/30/2024
Over his career to date, Akshaya has held a range of leadership positions in wealth management, international financial services, fintechs and emerging technologies, and transformation and change.
09/27/2024
He was most recently Valu-Trac Investment Management head of investment oversight.
09/27/2024
Asim and Brian, who both join as Investment Managers, will report into Uwe Ketelsen, Head of Portfolio Management.
09/27/2024
Matt Wiles joins from LGT Wealth Management
09/27/2024
The former lead investment specialist joined M&G from Amundi this summer
09/27/2024
Matt Brennan and Mark Gillan join from Valu-Trac investment Management as head of asset allocation and research, and head of operations, respectively.
09/27/2024
Tassilo Seilern steps up as executive chair, while Corentin Massin has been named CIO
09/27/2024
Ian Partington stepped back on 9 September and was succeeded by Chris Williams, the current Nucleus propositions director.
09/27/2024
His role is expected to focus on the firm's tailored portfolio service as demand from advisers rises, said Blackfinch.
09/27/2024
He has also held senior roles in strategy and retail banking and has led teams to develop new banking propositions for public and private sector organisations.
09/27/2024
«The four new employees reflect Pictet’s ambitions in the region,» said Pictet spokesperson Simon Roth.
09/26/2024
The investment firm adds experienced stockpicker Pierin Menzli to the team under Xavier Baraton.
09/26/2024
The appointment of Matthew Wiles comes 10 months after previous EQ research head Victoria Hasler left the business.
09/26/2024
Portfolio managers Reza Karim and Alejandro Di Bernardo are the latest to depart as the UK-based asset manager opts to call time on sub-scale strategies.
09/26/2024
Giulia Fitzpatrick joined the Board of Directors of PostFinance on November 1, 2018, and chaired the Information Technology & Digitalization Committee.
09/26/2024
Over the past four years, Buceta has also served as Vice President of CFA Society Spain.
09/26/2024
The new CEO will be François Schnyder.
09/26/2024
Meagen Burnett will be appointed Chief Financial Officer (CFO), succeeding Richard Oldfield who was named Group Chief Executive earlier this month.
09/26/2024
Menzli has been with HSBC since 2022
09/26/2024
Marcia brings extensive experience in financial leadership and will be instrumental in enhancing the operational effectiveness of our finance department.