10/11/2022
Robeco Switzerland appoints Executive Committee
The appointment also underlines the importance of SI Research in Robeco’s activities.
10/11/2022
The appointment also underlines the importance of SI Research in Robeco’s activities.
10/11/2022
Third Financial is now one of the largest independent regulated technology firms offering Investment Platform and Software services to Wealth Managers, Financial Advisers and Family Offices.
10/11/2022
Edgedale joins Church House as a client director a few months after ending his 37-year career with JM Finn, where he was chair.
10/11/2022
He is also a qualified barrister and holds the CFA Certificate in ESG Investing.
10/11/2022
The appointment will take effect from 1 November 2022.
10/10/2022
He has more than 24 years’ industry experience, beginning his career in finance with US Bank, where he stayed for six years and joined initially as a trust officer
10/10/2022
His long-standing career in the finance industry includes over a decade with Victoria Mutual Wealth Management Limited (VM Wealth).
10/10/2022
We’re proud to welcome both Elsie and Laura to Team RWM!
10/10/2022
She joined the Group in 2020
10/10/2022
Seasoned professionals enhance capacity to meet increasing investor demand across Pantheon’s growing suite of private wealth investment vehicles
10/10/2022
The appointment is subject to regulatory approval.
10/10/2022
She previously worked at the Asian Development Bank and the Overseas Development Institute in London.
10/10/2022
He will report to Steve Bouteiller , who, as Managing Director of the Swiss subsidiary, has strongly developed and expanded the French-speaking part.
10/07/2022
Previously, he also worked at Banque Robeco in Paris and Goldman Sachs’ private wealth unit in London.
10/07/2022
Chua is expected to join HSBC to lead its M&A business in Asia.
10/07/2022
Nisarg Trivedi hired to lead third-party distribution
10/07/2022
Michael Wood will replace current manager Justin Upton, who will leave the firm at the end of the year.
10/07/2022
Pierin Menzli joins after nine years at J Safra Sarasin.
10/07/2022
They join UBS’s New York City Central Wealth Management Market, which is led by Dan Shepler, and will be based in the firm’s 299 Park Avenue office, managed by Elizabeth Sieghardt.
10/06/2022
He joins the UBS Northeast Private Wealth market, managed by Julie Fox, and reports to Boston PWM Complex Director Maxwell Bardeen.