11/04/2024
Jan Weissbrodt started his career as a tax advisor at Wedding & Partner Steuerberatungs- und Wirtschaftsprüfungsgesellschaft mbH in Frankfurt am Main before moving to Credit Suisse in 2010.
11/04/2024
Mathias Gonzalez joins following stints at Pictet, JP Morgan, Goldman Sachs and Merrill Lynch.
11/01/2024
These appointments reflect our commitment to building a world-class leadership team that will help propel Ortec Finance forward.
11/01/2024
Along with her new duties, Roberts will be joining the Enterprise Leadership Team (ELT) at M&T Bank, which determines the general course of the bank's operations.
11/01/2024
The Toronto Star reported earlier that the firm is eliminating 225 jobs.
11/01/2024
He will collaborate with the company's distribution leaders worldwide to enhance the distribution strategy and support advisor education for alternative investments in the private wealth sector.
11/01/2024
Andrea Ng joins as head of Southeast Asia adviser business, following John Cappetta's departure in September.
11/01/2024
George Stephan’s responsibilities will include overseeing product innovation in alternative investments.
10/31/2024
The digital advisor is looking to beef up its advisory as well as digital capabilities in Hong Kong.
10/31/2024
Robert’s broad experience and industry networks are unique and we look forward to enriching our client relationships by leveraging his passion and expertise as we serve enterprise relationships and other strategic accounts
10/31/2024
Moritz Natmessnig brings experience in both the intermediary and institutional sectors and will focus primarily on German-speaking intermediary clients in Switzerland and Austria.
10/31/2024
Paul Andrew's appointment reinforces Cazenove Capital's commitment to delivering exceptional service to its rapidly expanding client base in the North of England.
10/31/2024
The new additions to the team signals Cazenove Capital's commitment to providing clients with best-in-class wealth planning services.
10/31/2024
Caroline Abbondanza leaves Brooks Macdonald about 20 months after assuming the chief operating officer role.
10/30/2024
The private equity firm has worked with wealth advisors for almost 20 years.
10/30/2024
She will report to Fabian Wallmeier, Managing Director for Institutional Business in Switzerland, who has built the firm's institutional client base over the past decade.
10/30/2024
Abrahams has been CFO of Virgin Money UK since 2021 and previously was CFO of ABN Amro Bank NV and insurer Delta Lloyd Group.
10/29/2024
Mr Guillenchmidt brings over 20 years of investment banking and advisory experience to Rothschild & Co.
10/29/2024
The Global Financial Sponsors Team acts as a crucial bridge between over 1,000 asset managers on the UBS platform and UBS’s internal partners.
10/29/2024
Effective 2025, she will join the company's Executive Management team.