10/10/2024
Based in Evelyn’s Leeds office, Vanessa will also work with tax teams in Evelyn Partners’ Harrogate, Manchester and Newcastle offices on all aspects of private client tax and succession issues.
10/10/2024
New strategic hires announced for wealth management team.
10/09/2024
Marc brings to Bonhôte a wealth of experience in domestic client management and a strategic vision honed over the course of an eventful global career.
10/09/2024
Before joining Franklin Templeton, Tobler spent over six years in sales at Morgan Stanley in Zurich
10/09/2024
Kevin Hrdlicka has become Savant's head of wealth, filling the shoes of former chief advisory officer Chris Walters, who departed the firm earlier this year.
10/09/2024
Prior to that, he also held managerial positions at EFG Bank.
10/09/2024
In his new role, he will support the company’s “growth agenda” in Luxembourg, Belgium, Spain, Portugal and Italy.
10/09/2024
Prior to his latest role, he was the global head of financing technology and head of APAC wealth technology at Credit Suisse.
10/09/2024
With more than 20 years’ experience in human resources and commercial roles
10/09/2024
Industry veteran says digital transformation is firm's big opportunity.
10/08/2024
Appointments to further expand access for private wealth and institutional investors to Easterly’s growing portfolio of Alternatives Solutions
10/08/2024
Bringing together these businesses under a single leader will enable a full spectrum of services to be provided to clients in the UK
10/08/2024
He joined the firm in 2002 and currently serves as the Head of FICC Research
10/08/2024
DBS Hong Kong has appointed Kuok Khoon Hua as a member of its board of directors
10/08/2024
She succeeds Rolf Knöpfel
10/08/2024
Alex has over 20 years investment experience
10/08/2024
Bank Syz has named a new co-head of wealth management in its recent front-office restructuring.
10/08/2024
Prior to Aegon Asset Management, Carolyn spent five years as an Investment Analyst at Baillie Gifford.
10/07/2024
Boussard was most recently the bank's deputy head of group asset liability management (ALM) treasury, and is replacing Manon Breuvart, who has a new role at the bank.
10/07/2024
In the role, she will report to Victor Aerni, equity partner and CEO of Pictet Wealth Management Asia.