02/11/2022
Morgan Stanley Veteran Joins Fleming’s Rockefeller
Sharma also plans to form an investment company, Breakout Capital, in which Rockefeller Capital Management will be a partner.
02/11/2022
Sharma also plans to form an investment company, Breakout Capital, in which Rockefeller Capital Management will be a partner.
02/10/2022
Penn Wealth Planning says Ameriprise’s financial planning expertise and commitment from leadership will help them deliver first-class service to clients
02/10/2022
She has worked in the UK, Ireland and Jersey, and internationally in Luxembourg, Netherlands, India and Australia.
02/10/2022
Jörg Schubert is now responsible for the group’s direct equity investments on the supervisory board.
02/10/2022
Alpen Partners International is an independent asset manager with offices in Bäch/ Wollerau, Zurich, Geneva and Ticino.
02/10/2022
Since being appointed Chairman in 2018, Karsten Dybvad has made extensive changes to Danske Bank, including setting a new management team led by CEO Carsten Egeriis and strengthening governance and customer focus, enabling the management to focus on Dansk
02/10/2022
Chabora holds a bachelor's degree in economics from Douglass College—Rutgers
02/10/2022
Veteran U.S.-based lawyer brings 35 years of banking and business law experience
02/10/2022
WealthTech Veteran to Focus on Accelerating Next Phase of Growth and Empowering Financial Advisors and Enterprises with Next-Gen Wealth Data, Insights and Portfolio Management
02/09/2022
He will be responsible for managing and developing the Corporate Banking business, expanding and strengthening client relationships in Asia Pacific and Middle East.
02/09/2022
He will be responsible for further developing BNPP AM’s global franchise across European markets, to support the growth strategy of the business.
02/09/2022
They are both based in Seattle.
02/09/2022
The newly created role is part of broader plans to expand the multi-family office's C-suite team to «sustain growth trajectory and explore new service offerings
02/09/2022
Previously Chief Operating Officer (COO) for HSBC in the UK, Emma, who will be based in Jersey, will also join the bank’s Executive Committee in the islands as well as the Europe, Middle East and Africa (EMEA) WPB Executive Committee.
02/08/2022
Based in Hong Kong, Gao reports locally to Hong Kong branch chief executive Alex Ng and functionally to Geneva-based global head of philanthropy services Christoph Courth.
02/08/2022
Simon joins iM Global Partner from Swiss Rock Asset Management, where he was head of sales and client relations.
02/08/2022
His appointment further enhances the Edinburgh office’s investment management and financial planning capabilities.
02/08/2022
She added that she looks forward to supporting the Alliance’s client-centric members and continuing to promote the company’s core value of Placing Families First.
02/08/2022
He will move to Miami from New York City as part of his new role
02/08/2022
Plans to provide clients with access to privately-owned, late stage, high growth innovation companies.