Search Results | Showing 1 - 10 of 47 results for %22Fidelity Wealth Management%22 |
| | | ... management firm, having served as its chief investment officer for the past four years. Before joining MFS, Maloney worked at Fidelity Management & Research Company and Lyceum Capital. Reporting to Roberge, Maloney will be responsible for the strategic ... |
| | | | Fidelity International's head of client solutions and retirement Richard Dinham has left the fund manager after almost six years. During that time, Dinham worked with Fidelity's investment teams to develop new solutions to meet the current and ... |
| | | | ... Pourbaix has been appointed to the role of global cross-asset specialist and will be based in Sydney. He will report to Fidelity Australia managing director Lawrence Hanson and work closely with clients communicate the firm's broad investment strategy ... |
| | | | ... include as a portfolio manager for HSBC and Citigroup Global Asset Management, and group leader, short dated bonds at Fidelity in London. Wait has been on the investment committee of Providence Wealth Advisory Group for the last three years and has been ... |
| | | | ... Mellon's Pershing acquired Optimal Asset Management, the business of which is solely in direct indexing. Already in 2022, Fidelity, which administers US$11.5 trillion in assets, filed documents with regulators to launch what appears to be the first ... |
| | | | A former Fidelity International executive will lead HSBC Asset Management's Asia Pacific business as chief executive. Daisy Ho will assume the role of regional chief executive for Asia Pacific and Hong Kong on November 8. Ho finishes up as Fidelity ... |
| | | | ... Investments), first as head of retail distribution and then head of distribution. He has also previously held roles with Fidelity Investments, Professional Investment Services, Asgard Wealth Solutions and AMP. In a LinkedIn post, Dell described the decision ... |
| | | | A former head of wholesale at Fidelity is joining the platform provider's distribution team. Andrew Mathie is now a regional manager at Praemium, responsible for New South Wales. He brings more than 20 years' experience in wealth management, most notably ... |
| | | | ... institutional investors. Some of those investors include ION Investment Group, Softbank Vision Fund 2, Third Point LLC, Fidelity Management & Research Company LLC, and Wellington Management. Existing eToro equity holders will retain a 91% ownership in ... |
| | | | Fidelity International has launched a new restricted advice service, Fidelity Wealth Management, in the UK with five advisers and another six on the way. Fidelity said the UK wealth management arm will build on its existing wealth and retirement services ... |
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