08/23/2023
Ascot Lloyd announces two senior appointments
Burgess will lead the independently owned IFA firm’s finance and operational transformation fu
08/23/2023
Burgess will lead the independently owned IFA firm’s finance and operational transformation fu
08/23/2023
Working from the firm’s Dublin office, he will lead the team’s Salesforce practice.
08/23/2023
He joins the Geneva-based bank from Credit Suisse, to replace longtime CEO Blaise Goetschin, BCGE announced Tuesday evening.
08/23/2023
LFG Investment Consulting has appointed Antonio Viggiani as a portfolio manager.
08/23/2023
The former CIO intends to pursue a master’s degree in AI and investment strategy.
08/23/2023
This will affect the traditional core business with equity and bond funds, as well as back office jobs.
08/22/2023
Vontobel acquired the business of UBS Swiss Financial Advisers in December 2021, and specializes in the Swiss business with the offshore assets of US citizens.
08/22/2023
The business advisory’s works with individuals, their families, their businesses, investments and related entities at different stages of wealth creation.
08/22/2023
He will work closely with Julius Baer’s operations in the UK and Switzerland.
08/22/2023
Former BoE governor
08/21/2023
Adam Michaels brings two decades of private sector experience to the role, as well as significant regulatory knowhow.
08/21/2023
CFS has also made several internal changes to its team.
08/21/2023
Based in London, Mr Taylor will be responsible for developing brand recognition and generating a sales pipeline for TISE Private Markets.
08/21/2023
She reports to Duncan MacIntyre, UK head of private banking at Lombard Odier in London.
08/21/2023
Chris Carter Keall
08/18/2023
Dieter Höfert leaves his post as head of fixed income at Sound Capital to work on ultra-high net worth mandates at Credit Suisse.
08/18/2023
Esi joins the British Business Bank from UK Export Finance, the UK’s export credit agency and a government department.
08/18/2023
Boutique poaches Sebastian Daumueller as it adds to City base
08/17/2023
Chief executive of UKSIF
08/17/2023
Managing BSIF funds