09/17/2024
The co-heads will be responsible for maximizing opportunities between the Global Corporate & Investment Banking, Merrill Wealth Management and Private Bank units
09/17/2024
Patricia is an experienced business development professional with over 20 years of working in the asset management industry.
09/17/2024
Swiss fund house undergoes yet more turnover as quant efforts receive rethink.
09/17/2024
Philipp Good has extensive expertise in the fields of asset management and sustainability.
09/17/2024
Thompson spent 18 years at Investec, latterly as a senior investment manager, and was running £180mn of client money at the time of his departure.
09/16/2024
He was most recently working at UBS, heading Southeast Asia coverage for Credit Suisse out of Switzerland.
09/16/2024
Former Citywire New Model Adviser Top 100 firm Ellis Bates Financial Advisers will join the group, along with new chief financial officer Grant Hotson.
09/16/2024
Paul Waterman and Craig Holding join the firm in Dubai
09/16/2024
This appointment marks an exciting chapter for ZEDRA as it continues to enhance its leadership team with innovative and dynamic individuals.
09/16/2024
The MPI (Managed Portfolio Indices) comprise approximately 50 direct competitors offering portfolio solutions with similar characteristics.
09/16/2024
He will also be involved in loan origination and execution in his new role as Managing Director in the Real Estate Debt team.
09/16/2024
The group has put in place robust temporary cover arrangements to ensure continuity in the delivery of the group's strategy during this period.
09/16/2024
Daniela has extensive marketing, corporate strategy and business development experience.
09/13/2024
Tim Breedon has stepped down from the Quilter Board
09/13/2024
The head of private banking in Spain, Adela Martin, will also be replaced as she gets another internal role at the bank, the people said.
09/13/2024
Jan Hüsler joins the executive board at Finad, which offers independent asset management and family office services.
09/13/2024
The new division of Wilde Wealth will deliver white glove service for high-net-worth clients
09/13/2024
Dan Ellis joins the wealth firm and becomes one of three appointments to its board.
09/13/2024
The Finad Gruppe has appointed Jan Hüsler as a member of its management team.
09/13/2024
Philipp Haverkamp, Fabia Schulthess and Fabian Rauber have jumped ship to Cité Gestion.