10/28/2015
Weatherbys hires wealth planner from Barclays
Prior to Barclays Private Bank, Toll also spent time at John Lamb Financial Planning and Butler Toll Asset Management.
10/28/2015
Prior to Barclays Private Bank, Toll also spent time at John Lamb Financial Planning and Butler Toll Asset Management.
10/28/2015
She was at the center of the action when UBS faced the prospect of a criminal indictment on suspicion it helped wealthy Americans evade taxes.
10/28/2015
Pietrzak to join private-equity firm KKR in London
10/27/2015
He previously worked at Cheyne Capital where he was a partner in its business development division.
10/27/2015
He was director investment counsellor at RBC
10/27/2015
Will remain as non-exec director
10/27/2015
We know that the work done by the ICA is particularly embraced by banks (and other financial institutions) who recognise the crucial importance of continuous professional development and globally recognised qualifications in their key regulatory prioritie
10/27/2015
He comes with detailed industry knowledge and an enviable track record of raising assets.
10/27/2015
Pershing targets high-end advisers in the UK. It offers firms a wrap platform and back office technology.
10/27/2015
Previous roles at L&G and Skandia
10/26/2015
He become chief executive of firms private client business in the UK
10/26/2015
KPMG’s dedicated family office service is part of the firm’s enterprise initiative, which will see it invest £40 million to expand the services it offers to privately-owned UK businesses across.
10/26/2015
Discount broker Hargreaves Lansdown has appointed a non-executive director who will chair the group's investment committee.
10/26/2015
KPMG’s dedicated family office service is part of the firm’s enterprise initiative
10/26/2015
These developments are in line with the firm’s substantial growth over the last two years, in which it has also added to its investment, marketing, investor relations and compliance teams
10/26/2015
Her previous experience includes head of funds management for a large sovereign fund and head of a regional investment consulting business as well as other senior investment management roles.
10/26/2015
He is specialized in domestic and cross-border M&A and private equity transactions where he advises German and international financial and strategic investors.
10/26/2015
Brockman becomes head of intermediary distribution
10/26/2015
He will be based in Milan and reports to Andrea Mayr, head of corporate and strategic finance.
10/23/2015
Zau will be based in Hong Kong and report to Richard Martin, chief operating officer of Rothschild's Wealth Management & Trust business.