Private clients
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News Team on 26/04/2023
Independent wealth and asset manager London & Capital has appointed Kristin Schaefer as head of relationship management for its US family office.
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News Team on 24/04/2023
Julius Baer has made multiple hires for its office in Rio de Janeiro, Brazil, including Olavo Pereira as the head the office.
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News Team on 20/04/2023
UK law firm Irwin Mitchell’s wealth management arm – Irwin Mitchell (IM) Asset Management – has partnered with technology firm Third Financial for a further six years.
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News Team on 19/04/2023
Wealth manager Charles Stanley has appointed Tom Planterose as a senior investment manager.
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News Team on 13/04/2023
Independent financial adviser platform Nucleus has appointed Mark Hastings as group finance director.
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News Team on 31/03/2023
More than half of Brits said they have been victims of a financial scam, with high net worth individuals (HNWIs) most likely to have been targeted, according to wealth manager and financial planner Saltus.
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News Team on 30/03/2023
Swiss boutique bank PKB Privatbank has appointed Alfonso Rivolta as group head of wealth solutions.
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News Team on 29/03/2023
HSBC Global Private Banking (GPB) has launched an artificial intelligence (AI) product for private banking clients in Asia.
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News Team on 28/03/2023
Investec Wealth & Investment has appointed Andrew Mays as an associate investment director in Bournemouth and Sebastian Culpan-Scott as an investment manager in Cheltenham.
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News Team on 27/03/2023
HSBC Global Private Banking (GPB) has appointed Henry Lam as regional head of wealth planning and advisory for Asia Pacific.
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