12/18/2019
With that integration largely complete and with his continuing presence at board meetings, both Rod and I agreed that the timing is now right, particularly in light of improving investment performance, for him to step off the board to concentrate all his
12/18/2019
Jamie Whatley, previously Head of Business Development, now takes up a role as Director – Sales and Account Management and serves as the principal operational partner and management contact for CREALOGIX
12/16/2019
Is entering the next phase of development: becoming a global, scalable wealth management infrastructure, not just a bolt-on acquisition driven growth model.
12/16/2019
Sally Williams has more than 30 years' experience in the financial services sector, including retail and wholesale banking, stockbroking and insurance.
12/16/2019
Prior to that, since 2011, she had worked for the private banking business of UniCredit as a global adviser.