12/05/2023
Prior to joining UBS, Andrea was a senior banker at J.P. Morgan Private Bank, where she advised ultra high net worth families in the U.S. and Latin America for over a decade.
12/05/2023
Prominent legal and wealth management expert to lend insights, drive advancements in next-generation estate planning platform
12/05/2023
This is apparently due to a last-second withdrawal and a difficult handover from one headhunter to the next.
12/05/2023
This was in order to continue his professional career outside of the BKB group, as it was said.
12/05/2023
Appointment Underscores Company’s Commitment to UK Market
12/05/2023
Platform software giant FNZ is cutting 240 jobs globally including close to 100 jobs in the UK as it makes another redundancy round.
12/05/2023
In her role, Lientjie will be responsible for the compliance and governance functions of Peregrine’s Guernsey office.
12/04/2023
After leaving BNY Mellon | Pershing over the summer, Crafford and colleague Morgan McGovern have landed at Karl Heckenberg’s new RIA investment company.
12/04/2023
Prior to that, he also worked at Barclays and Goldman Sachs.
12/04/2023
State Street Global Advisors, the asset management business of State Street Corporation, has hired Anna Paglia as executive vice president and chief business officer, effective early next year.
12/04/2023
Since 2005, she has built up a wide range of experience in senior management positions, leading both specialist and client-facing teams.
12/04/2023
Previously, she was also a financial journalist, investment magazine founder and economic book author.
12/04/2023
Alexander will join the Nucleus Executive Committee as well as the Board.
12/04/2023
The Board defines the strategic priorities of the Foundation.
12/04/2023
Charlie Musson replaces Kevin Doran as acting managing director of AJ Bell's D2C platform, while Ryan Hughes has been promoted to lead the investment business.
12/04/2023
Alastair Baker and Cédric Phounpadith join Sarasin & Partners as senior investment professionals.
12/01/2023
He will be located in London and will report to Peter Ischebeck, head of private equity at AXA IM Prime.
12/01/2023
He most recently worked at the Swiss investment house Vontobel and has almost 20 years of professional experience.
12/01/2023
The Thurgau government has nominated Jörg Schläpfer for the committee.
12/01/2023
The exits add to other recent senior departures, including Credit Suisse wealth veteran Rickie Chan, who is poised to join Bank of Singapore.