The chief of Wilmington Trust’s $80 billion wealth management unit says the business is about much more than investing.
“Purpose stood out to us because of their commitment to client-focused innovation in wealth management. Purpose shares our vision of offering Canadian investors a fresh alternative-one that ...
before being appointed the new COO of FNB Stockbroking and Portfolio Management for Ashburton Investments in 2015. She was then appointed COO of FNB Wealth and Investments in 2017, before assuming ...