07/15/2024
Evelyn Partners appoints Charlotte Platts to drive Financial Planning growth in Northern England, Scotland and Northern Ireland
Charlotte has also held senior roles at HSBC Private Bank and Investec.
07/15/2024
Charlotte has also held senior roles at HSBC Private Bank and Investec.
07/15/2024
Jonathan Miller was previously head of UK manager research at Morningstar
07/15/2024
Richard Robson joins Rathbones after an eight-year stint at Evelyn Partners.
07/15/2024
Tom Banks has been promoted to head of UK ETFs and will join the UK distribution management team.
07/15/2024
Based in London, he will also lead the natural resources team.
07/12/2024
He joins as an investment manager
07/12/2024
He is the former senior leader at EY, where he was a consulting partner leading its wealth and asset management transformation offering in the UK.
07/12/2024
The UK arm of the business currently has about 10 employees.
07/12/2024
Barbara brings a broad background in commercial, risk management, restructuring, and credit domain related leadership positions.
07/12/2024
Chair Mark Houston has become the firm’s senior partner, while former vice chair Lynne Walker has been named as CEO.
07/12/2024
Alonso Pastor joined the firm in June as a client executive in the Zurich wealth management division.
07/12/2024
GVO Asset Management has rebranded as GVO Advisory.
07/11/2024
Yesterday evening, it was announced that Reynolds had been appointed to “a ministerial role” in both the Treasury and the DWP.
07/11/2024
Andreas Gerber has agreed not to replace Urs Müller as head of the retail and corporate banking division, which includes private banking Liechtenstein, Switzerland and Germany.
07/11/2024
Ronald Wildmann left Serafin Asset Management at the end of June.
07/11/2024
Lorraine Armstrong joins as senior investment director
07/11/2024
Another manager, Philipp Haverkamp, is also leaving.
07/10/2024
In the Bank’s home market, he will be responsible for all local Swiss business teams in German- and French-speaking Switzerland as well as for the implementation of strategic market initiatives.
07/10/2024
Nontya Mtshaulana will join the neobroker from ABN AMRO, its new owner.
07/10/2024
CME Group Appoints Mike Dennis as Global Head of Fixed Income