04/11/2023
The news of Duncan’s appointment follows David Rankin joining Evelyn Partners earlier this year as Managing Partner with responsibility for its Edinburgh and Aberdeen offices.
04/11/2023
Additionally, he has a strong background in trust accounts, preparing annual accounts, managing income and expenses, and ensuring legal and regulatory compliance.
04/11/2023
The Divas Trend Navigator has a new name, but the clients, brokers, custodians, and partners of the strategy will remain the same.
04/11/2023
It has also added legal specialist Istarel Brucker to the executive committee.
04/11/2023
In addition to her post as a member of the Swiss Post Ltd Board of Directors, she has held various other board roles since 2013.
04/11/2023
The previous co-head for convertible bonds has left the company.
04/06/2023
Osato’s hire follows other recent appointments at Quilter Cheviot, including that of Oswald Oduntan, who joined the Managed Portfolio Service team as an investment manager in March.
04/06/2023
KPMG UK has appointed Neil Connor as the new head of its asset management
04/06/2023
It's no banking industry secret that since Credit Suisse's demise and subsequent takeover by UBS, numerous wealthy clients have been knocking on the door of private banks.
04/06/2023
The new supervisor comes from a Zurich asset manager.
04/06/2023
ABN AMRO Wealth Management aspires to be the partner of choice for wealth management in Northwest Europe. ‘Banking for better, for generations to come’ is its
04/06/2023
In the interim, before his arrival, the fund will be managed by head of European equities, Mark Denham and fund manager Marie-Anne Allier.
04/05/2023
The agreement with KPMG will also see the transfer of seven of his colleagues, who collectively have 80-years’ experience in delivering Forensic engagements, predominantly in relation to disputes.
04/05/2023
They include, Andrew Mays, who has appointed an Associate Investment Director in Bournemouth.
04/05/2023
Mr. Kirkby’s appointment was effective March 30, 2023, following no objection from the Jersey Financial Services Commission.
04/05/2023
During his 20 years-plus career, Aron has worked at the UK financial regulator as well as in compliance consulting
04/05/2023
Based in Geneva, he is primarily responsible for developing internal operational processes related to wealth management, enabling clients to benefit from an enhanced experience at all levels of their relationship with the Bank.
04/05/2023
The academic Sophia Haussener has joined the ethics committee of Arete Ethik Invest.
04/05/2023
‘I am truly sorry’
04/05/2023
Exclusive: Bethany Shard will join lead manager Martin Walker on the Invesco UK Opportunities and Invesco UK Equity funds.