07/14/2023
The newly established role focuses on the expansion of Rothschild & Co’s Equity Markets Solutions business in North America
07/13/2023
She has also added to the family-oriented atmosphere that is already integrated within Galiano Wealth Management Group.
07/13/2023
German retail head Lars Stoy will oversee wealth management and private banking in Germany
07/13/2023
HSBC is looking to leverage its internal talent and client pool as a base on which to build its private banking business in India.
07/13/2023
Gordian Giger joins as market head at the Zug-based wealth management consolidator firm.
07/13/2023
She will report to Managing Partner Markus Zwyssig .
07/13/2023
She brings more than 20 years of operational experience in regulated environments to her new role, with extensive experience in leading teams from established businesses looking to drive growth, and with others from a standing start.
07/12/2023
Experienced investor joins the firm from PIMCO
07/12/2023
The new investment head will continue to lead the bank’s investment research activities.
07/12/2023
Indosuez Wealth Management strengthens its team in Spain with the appointment of Raúl Sánchez as Head of Special Transactions
07/12/2023
Vimal Bali, a senior private banker focusing on non-resident Indian clients, has left the bank after seven years.
07/12/2023
At SJP, she led the firm’s development programmes to support new professionals, and is a qualified adviser herself.
07/12/2023
The appointment of Markus Pfister means that a proven banking expert with deep knowledge of Vontobel’s business and clients is taking on this key role.
07/12/2023
Previously, he was responsible for institutional clients at the gold trading company Philoro Switzerland.
07/12/2023
Callum has worked in the financial planning profession since 2017 and most recently was a Personal Wealth Adviser at Schroders Personal Wealth.
07/12/2023
The departures come after GAM closed its Alternative Risk Premia fund earlier in the year.
07/12/2023
He will provide financial advice tailored to each client that covers a variety of areas including tax allowances and protection, retirement, and estate planning.
07/12/2023
The appointment demonstrates the ability of our growing firm to attract and retain talent, and the commitment we have to serve our clients and partners here in Jersey and beyond”.
07/12/2023
He began his career in 2009 in fund sales at DNB Asset Management, most recently as Co-Head of International Sales.
07/11/2023
Elizabeth Dennis is taking over Gatesman's responsibilities, sources said.