05/21/2024
Vitali’s appointment follows the recent launch of Broadridge Investor Insights, a smart analytics dashboard which provides actionable insights, enabling issuers to identify key investor profiles and predict voting behaviour.
05/21/2024
Craig has 25 years’ wealth management experience.
05/21/2024
Ava brings over 15 years of experience in the corporate services space to the role and is well-positioned to lead the division from the Group’s office in the City of London.
05/20/2024
Blue Earth Summit returns on 16th – 18th October 2024 at Woolwich Works, London. Cazenove Capital is delighted to support for the second year, aligning with our commitment to sustainable and impact investing.
05/20/2024
Phil Burbidge is appointed as head of compliance, joining former Cheviot colleagues Richard Firth and Dominic Tayler.
05/20/2024
Patrick also spent several years working in the wealth management and investment management industry.
05/20/2024
A qualified actuary, he has been consulting for 30 years across a wide range of investment and pensions issues.
05/17/2024
In his current role, Gysi oversees the family office business in Europe and global wealth management for the French-speaking part of Switzerland.
05/17/2024
Matthew Beddall is now a regional managing partner, leaving Mark Puleikis as the sole CEO.
05/17/2024
He has many years of experience in the areas of finance, IT and digitalization
05/17/2024
Tom Rosser, who features in this year’s Top 30 Under 30, leaves his role as an analyst in the Abrdn MyFolio research team.
05/17/2024
Russell Lancaster, who joined 7IM from FNZ, makes six hires as he looks to expand and improve the platform arm of the business.
05/16/2024
Dan Grandage to assume duties on an interim basis
05/16/2024
Tom Mondelaers to leave asset management giant to pursue another opportunity.
05/16/2024
He will join the Group Executive Committee at the same time.
05/16/2024
He is currently completing training in sustainable finance at the Chartered Banker Institute in Edinburgh, Scotland.
05/16/2024
Leading this new sector is one of Santander’s strongmen, Javier García Carranza, who is now responsible for Asset Management, Private Banking, and Insurance.
05/15/2024
Julien Piris switches back to a mandate and selection-focused role after five years with Mansartis.
05/15/2024
Previously she worked for Origo as head of strategic partnerships liaising with banks, building societies, pension providers and platforms.
05/15/2024
Helen specialised in addressing the wealth planning needs of European and US clients