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.
09/13/2024
The bankers are joining from Merrill Lynch to cover the international market in South Florida.
09/13/2024
In the newly-created role, Cherecwich will focus on ensuring operations and resiliency, effective risk management and controls, and scalable growth.
09/12/2024
After over a decade at the German lender, the investment specialist has moved to a Philippines bank.
09/12/2024
Ellevest veteran brings additional depth to the management team, with expertise in building scalable platforms to enable growth and capacity
09/12/2024
Former Chief Growth Officer at Riskalyze and EVP of eMoney joins company at pivotal time of growth and demand for wealth management services at financial institutions
09/12/2024
She holds a degree in Economics and Business Administration from the Autonomous University of Madrid and an MBA from IADE and completed executive programs at both ESADE and IE Business School.
09/12/2024
In his new role, as Client Director, Andrea will focus on wholesale clients in French and Italian speaking Switzerland and will be based in GAM's Geneva office.
09/12/2024
Jan Hüsler joins the executive board at Finad, which offers independent asset management and family office services.
09/12/2024
Katherine has extensive experience in financial services and a strong track record of leadership and driving financial performance.