02/05/2019
In addition to years of experience, she has an extraordinary reputation in this arena and her unique insight will be an asset to BMT’s many endowment and foundation clients, and to our many individual clients with significant legacy ambitions.
02/05/2019
A Wells Fargo spokeswoman declined to comment on the team's departure.
02/05/2019
Swasbrook joined UBS in 2015 from Deutsche Bank
02/05/2019
We are pleased to welcome Dr. Hubert Orso Gilliéron, who will be joining our law firm as a partner from 1 February 2019.
02/05/2019
With six years’ experience as a director of the 31-year-old Leeds-based firm
02/05/2019
We recognise that dramatic changes will occur over the next decade, from major transitions in private business ownership to new views on entrepreneurship and engagement.
02/05/2019
The company has also reviewed its approach to using consultants and cut back the number by 10 to 120.
02/04/2019
"He is tenacious, always calm under pressure and not afraid to take on the toughest challenges with commitment and perseverance.
02/04/2019
His track record in private banking in India will enable us to expand and deepen our client relationships to deliver solutions from across Barclays International."
02/04/2019
Before SMRT, he was Permanent Secretary at Singapore's Ministry of Environment and Water Resources
02/04/2019
He has spent 35 years working in investment management and brings extensive experience in private client management.
02/04/2019
7IM had not responded to a request for comment at the time of publication.
02/04/2019
He started his career at State Street in Boston, Massachusetts, and moved to Ireland to build up the bank’s Dublin office and expand business with institutional investors.
02/04/2019
Barcelona-based EDM is an independent wealth and asset management company founded in 1989
02/04/2019
Bill Gross, the one-time bond king at Pimco and later Janus Henderson, announces his retirement.
02/04/2019
Anyone who has ever been employed will probably wonder how this could happen – aren’t paypackets discussed and agreed before you accept a job?
02/01/2019
The move further strengthens Guardian’s senior executive team and spearheads continuing efforts to enhance and grow the Company’s wealth management businesses in key markets, while bringing greater depth to the organization.
02/01/2019
The international private banking unit Rossell now leads holds strategic importance for Santander
01/31/2019
Managing director of financial planning Nick Fitzgerald says:“We are thrilled that somebody of Furqan’s calibre has joined us."
01/31/2019
He has also held senior roles at ABN AMRO Asset Management, and Raiffeisen Bank in Vienna.