10/30/2018
STEP appoints new Chief Executive
He started his career with Barclays where he spent 25 years, the latter part as Sales Director and then Chief Operating Officer of Barclays Wealth’s International Personal and Premier Banking Division.
10/30/2018
He started his career with Barclays where he spent 25 years, the latter part as Sales Director and then Chief Operating Officer of Barclays Wealth’s International Personal and Premier Banking Division.
10/30/2018
He brings a wide range of sales experience in all the key channels – discretionary, advisory, third party and institutional.
10/30/2018
He started his career as a graduate with UBS and has held roles in Credit Suisse and Coutts & Co where he was most recently Head of Tax & Wealth Structuring.
10/30/2018
Other hires include Nathan Valbonesi, who joins as a paraplanner with 18 years of financial services expertise.
10/30/2018
Nearly Half of New Partners are Women, Minorities or Both Six New Counsel Also Named
10/30/2018
Richard Lindop gained experience of working sell-side and managing portfolios before successfully becoming a Level 7 Chartered Wealth Manager.
10/29/2018
Mr Arbuthnott will have responsibility for clients in the east of Scotland and a remit for growing the bank’s entrepreneurial, private client and charity customer base, as well as growing the company’s local footprint.
10/29/2018
Lars has a broad and deep international experience
10/29/2018
These appointments help to underscore how exciting this period is for Barclays Wealth Management.'
10/29/2018
Hale (pictured) initially joined Raymond James back in 2016 from Charles Stanley and headed the firm’s Solent branch, but he has decided to now take on a new venture with Carroll.
10/28/2018
Cole-Fontayn succeeds Sir Alan Yarrow
10/26/2018
Asoka Woehrmann, who has overseen the lender’s private-clients business in Germany, is named to succeed Nicolas Moreau
10/26/2018
The new hires aim to help foster SG’s global FX business, part of a broader shift by the lender in
10/26/2018
Gillam joins from AllianzGI, where she was a senior policy and regulatory affairs liaison.
10/26/2018
Ferguson, who was with the company for ten years, will be replaced as senior independent director by Tim Scholefield, as already announced.
10/26/2018
Clark exited Standard Life at the time of its merger with Aberdeen Asset Management
10/26/2018
The firm is planning to have its new broker-dealer in Frankfurt up and running by the end of this year in case negotiations break down without a trade deal or transition agreement.
10/26/2018
Meanwhile, German group Hauck & Aufhäuser has yet to appoint anyone as deputy CIO in the wake of his depature.
10/26/2018
Quilter Cheviot parent group Quilter has gone through a major restructure of its management team following its IPO in June, with chief executive Martin Baines to step down.
10/25/2018
The bank is in the midst of a three-year turnaround plan under chief executive Bill Winters