05/23/2025
Oak Group, an international provider of private client, fund administration and corporate services, has welcomed Sam Matthews as Client Director, Trust & Corporate in the Guernsey office.
05/23/2025
New executive appointments underscore LinePoint's commitment to operational excellence and its mission to deliver strategic human capital and insights to affiliates of its family office platform
05/23/2025
Schärli Alois ex-BEKB CFO and deputy CEO has been appointed to the board of directors at Migros Bank.
05/23/2025
He joins the company from Exane BNP Paribas, where he was the lead analyst for European reinsurance companies.
05/23/2025
Based in Shanghai, he will report to Helen Huang, chairman of FIL Fund Management (China).
05/23/2025
Marc will report to Cathal Deasy and Taylor Wright, Global Co-Heads of Investment Banking and be based in New York.
05/23/2025
Aisa Wealth & Investment Management has appointed Jez Bezant as Head of International Wealth Management.
05/22/2025
The two new members of the Board of Directors have significant experience
05/22/2025
Fast-growing wealth management firm also welcomes Monte Tomasino as Executive Vice President of Service Digital Enablement
05/22/2025
Two senior executives - co-chief executive Pep Perry and investment chief Tracy McNaughton - are expected to leave the firm in June.
05/22/2025
He will work closely with Rathbones’ distribution and marketing teams to oversee client communications across all multi-asset strategies.
05/21/2025
This exciting development was revealed through an internal memo shared on Tuesday, jointly issued by the co-heads of Global Wealth Management (GWM), Iqbal Khan and Rob Karofsky.
05/21/2025
Christine Ravioli has joined Banque Cramer in Geneva following roles at Union Bancaire Privée and Pictet.
05/21/2025
He has over 25 years of experience across corporate and private banking, including the last 20 years in private wealth management at Julius Baer and ABN AMRO.
05/21/2025
The bank has plans to double its headcount from around 10 currently.
05/21/2025
David Smith joins as director relationship manager to support the Swiss firm's UK wealth expansion.
05/21/2025
Rogers brings more than 15 years of private wealth experience, bolstering the firm’s capabilities in serving generationally wealthy clients amid the horizontal wealth transfer
05/21/2025
Claus Trabold takes on a new challenge as an Executive Director at Julius Baer, while remaining a trusted Relationship Manager in the bank’s intermediaries team.
05/20/2025
The bank has recruited a new head of operations and transformation.
05/20/2025
Daniel brings nearly 30 years of investment experience to build on Highland Associates’ growth helping clients navigate all economic cycles to meet their investment needs.