07/17/2019
Fidelity head of stewardship exits after two years
He will develop the sustainability strategy of the firm, which includes its recently launched proprietary sustainability ratings.
07/17/2019
He will develop the sustainability strategy of the firm, which includes its recently launched proprietary sustainability ratings.
07/17/2019
Mr Coleman said: “As a director of advice businesses I have observed Wealth Wizards’ Turo Financial Planning technology with envy for some time now.
07/17/2019
The new CEO of Deutsche Bank in Portugal, who has worked for the firm during the past 32 years, succeeds Bernardo Meyrelles
07/17/2019
Will offer a holistic financial planning service extending the offering by supporting a wider clientele.
07/17/2019
Donaldson will play a key role in developing the business as clients start to leverage the enhancements made possible through the new technology.
07/17/2019
Upon joining the Standard Life Aberdeen Board, Jonathan will also be appointed as the Senior Independent Director, a member and the Chair of the Remuneration Committee and a member of the Nomination and Governance Committee.
07/17/2019
In addition, RBC Wealth Management has appointed Annabel Bosman to the role of Managing Director
07/17/2019
Annabel Bosman will head relationship management
07/16/2019
Digital bank aims to strengthen governance and win over investors
07/16/2019
Charles Stanley has hired a series of financial planners across its branch network.
07/16/2019
The appointment comes after the firm hired Marco Tabanella as senior sales executive and deputy country head for Italy in February this year.
07/16/2019
The firm has 16 partners in total and has been growing in areas such as tax disputes, tax advisory, and tax planning as well as seeing an increase in tax transactional work.
07/16/2019
New senior appointment for the fintech platform dedicated to quantitative investment strategies
07/16/2019
French fund group announces changes to its leadership team
07/16/2019
Alexandra is member of the Society of Trust and Estate Practitioners (STEP)
07/15/2019
She joins the business at an exciting time as we look to successfully continue our path of innovation and challenging the industry status quo.
07/15/2019
Luka Müller-Studer, Sygnum chairman & co-founder: "Wuffli's experience and knowledge will play an important role in successfully driving our next phase of development and will be instrumental in further reinforcing our efforts to build
07/15/2019
Pawar joins from AQR Capital
07/15/2019
Petra joins Intertrust from Rabobank where for the last three years she has been Chief Risk Officer and member of the Managing Board.
07/12/2019
Mirela Agache-Durand has been named as CEO at LBPAM.