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.
05/20/2025
The rebrand coincides with the promotion of two Titan Wealth (CI) Limited directors
05/20/2025
Reynolds worked as a banker for nearly 9 years at J.P. Morgan Private Bank in New York, holding the position of Executive Director
05/20/2025
The Geneva Financial Center represents the companies that operate in the financial sector across Lake Geneva.
05/20/2025
Based in Singapore, Kapil will lead the growth and client coverage strategy for these key markets, reporting to Abhishek Mehrotra, Market Head, Southeast Asia International.
05/20/2025
Scott Chang joins Standard Chartered as head of philanthropy, Asia, wealth planning & advisory
05/20/2025
Pease founded the European equities team and launched and managed the top performing flagship funds for both Jupiter Asset Management in the 1990s and New Star Asset Management in the 2000s.
05/19/2025
Bradley Russell, with more than two decades of wealth management experience, joins firm advising high-net-worth individuals & entrepreneurs
05/19/2025
Has been at Schroders since 2002
05/16/2025
Apex Group hires for newly created ‘Global Head of Fintech’ role, strengthening its fintech strategy and enhancing its digital capabilities.
05/16/2025
Her distinguished career and in-depth knowledge of regulatory frameworks and board advisory make her a valuable asset as Oak continues to expand its governance offering.
05/16/2025
Fabrice D’Erm previously worked at an independent asset manager and had a two-decade tenure at UBS.