06/07/2024
Barclays Appoints Global Head of Equities Tactical Strategies
He will join the bank in June and will be based in New York, reporting to Ronnie Wexler, Global Head of Equities Distribution.
06/07/2024
He will join the bank in June and will be based in New York, reporting to Ronnie Wexler, Global Head of Equities Distribution.
06/07/2024
In his new position Dreaneen will take on overall business responsibility for the natural capital investment division, leading on investment strategy, product design and capital raising.
06/07/2024
He will also be a member of the Group’s Executive Committee.
06/07/2024
Simon Lussi joined this June and is based in Zug.
06/07/2024
Simon Werkheiser and Nurul Nasir to join from Invesco and BlackRock, respectively
06/07/2024
Last October Tavistock reported better trading after previously making a loss of nearly £1m.
06/07/2024
His specialties involved strategic development, mergers and acquisitions, integration and scaling operations.
06/06/2024
Daniel Savary, who held senior roles at Pictet, Julius Baer and Clariden Leu, has become the new wealth management head at Copernicus.
06/06/2024
The move comes as the administrator closes businesses that the group has not already sold off or transferred out of its network of independent financial advisers.
06/06/2024
The promotions represent 13 offices and all key practice groups operating in the region.
06/06/2024
His main focus will be the acquisition and management of private clients.
06/06/2024
The manager of the £1.3bn AXA Framlington Global Technology fund will leave the firm in August.
06/06/2024
The promotions and moves form part of HSBC’s ongoing programme to support people with their career and professional development aspirations.
06/06/2024
James Bowes-Lyon, who has been critical of the consolidation sweeping through the wealth sector, has joined Oberon Investments.
06/05/2024
Bellamy will remain with Waverton as Managing Director of Adviser Solutions as well as a member of the Waverton Management Committee.
06/05/2024
Alex Savvides’ move from JO Hambro will take place on 7 October, with Ben Whitmore sticking around at Jupiter until at least 31 October.
06/05/2024
The majority shareholders and founders of the former Fundamenta Group, David and Javier Garcia, have now also sold their majority stakes in the asset manager Belvédère Asset Management.
06/05/2024
He joins from Schroders where he was head of UK wealth.
06/05/2024
He joins a team of 14 people reporting to Bob Hendriks, Chief Commercial Officer.
06/05/2024
A barrister with relevant regulatory qualifications, Durso’s recent roles include CEO/COO at Berry Street Capital, where she managed corporate operations, and director at Paulson & Co’s London office.