01/03/2023
He joins Evelyn Partners from EY where he worked for more than 18 years and was most recently a partner providing advice and support to private equity-backed and fast-growth companies.
12/29/2022
DBS said that Ms Tee will oversee the overall institutional banking business in China, building on the bank’s efforts to capture business flows there, including opportunities from the Greater Bay Area.
12/29/2022
Roth’s role in the new firm will be to concentrate on strategy and work with the firm’s partner.
12/28/2022
In his new role, the seven market team heads in Taiwan report to Su while he reports to head of GWM Taiwan domestic Dennis Chen.
12/28/2022
He has co-founded and scaled companies, raised and invested hundreds of millions in growth capital, and achieved many successful exits via M&A and IPOs.
12/27/2022
Cooper will have primary accountability for the growth and profitability of the wealth and asset management businesses supporting the strategic goals aligned with the group’s international wealth management strategic priorities.
12/23/2022
He will report to Gregory Kadet, Managing Director and Greater Florida Market Head at UBS Wealth Management USA.
12/23/2022
Based in Singapore and Hong Kong, the senior bankers work across a variety of functions, including private banking, relationship management and client due diligence.
12/23/2022
The new chair was previously chairman of the management board of Deka Investment.
12/23/2022
On Friday, Partners Group officially announced that it would increase its stake in a transaction, making it the company's largest shareholder.
12/22/2022
Industry Leading Alts Platform and Access to Technology Solutions Driver of Affiliation
12/22/2022
The banking veteran once played an important role at Credit Suisse.
12/22/2022
Boccard & Partenaires’ three directors are Louis-Philippe Müller, Julien Müller and Cédric Abplanalp.
12/22/2022
Rajendra Nair steps back
12/22/2022
Her career began in 2008 in an audit role with Grant Thornton, and she went on to work for almost seven years with Barclays Wealth and Investment Management.
12/22/2022
Shane Bennett, who featured in Citywire Wealth Manager's 2017 and 2018 studies into rising talent, joins Walker Crips after around a decade with Cathedral Financial Management.
12/22/2022
Caroline Bong was most recently senior director and head of credit structuring for Singapore at Indosuez Wealth Management."
12/21/2022
Joe Stadler is leaving UBS at the end of 2023 for retirement
12/21/2022
All three report to Xavier Musca, Chief Executive Officer of Crédit Agricole CIB.
12/21/2022
He will replace Patrick Folléa, who has decided to exercise his right to retirement, and to pursue new challenges outside the banking industry.