04/05/2023
Wealth management firm expands regional teams
They include, Andrew Mays, who has appointed an Associate Investment Director in Bournemouth.
04/05/2023
They include, Andrew Mays, who has appointed an Associate Investment Director in Bournemouth.
04/05/2023
Mr. Kirkby’s appointment was effective March 30, 2023, following no objection from the Jersey Financial Services Commission.
04/05/2023
During his 20 years-plus career, Aron has worked at the UK financial regulator as well as in compliance consulting
04/05/2023
Based in Geneva, he is primarily responsible for developing internal operational processes related to wealth management, enabling clients to benefit from an enhanced experience at all levels of their relationship with the Bank.
04/05/2023
‘I am truly sorry’
04/05/2023
The academic Sophia Haussener has joined the ethics committee of Arete Ethik Invest.
04/05/2023
Lisa Zenk is the new head of a private banking team in Chur.
04/05/2023
Alan Tu has stepped down and Dominic Rizzo, who was named co-manager of the Global Technology Equity fund in December, will become the sole manager of the strategy.
04/05/2023
Exclusive: Bethany Shard will join lead manager Martin Walker on the Invesco UK Opportunities and Invesco UK Equity funds.
04/04/2023
Current manager Noelle Cazalis is exiting the firm after 12 years
04/04/2023
Expanding wealth management team offers customized solutions and advisory services
04/04/2023
Aymeric Converset, who worked for Dynagest since 2013, has been appointed as head of the division as well as joining the executive committee.
04/04/2023
The rumored departure comes just over two weeks after the Swiss government forced UBS to acquire what had been the country's second-largest bank, which will hold its ostensibly last annual general meeting for shareholders later today.
04/04/2023
She joins Arbuthnot Latham from Coutts, where she was managing director for over three decades.
04/03/2023
Hitsch, former head of North Asia at Citi Private Bank, will be based in Hong Kong and run client relationship management teams covering North Asia in the newly created post.
04/03/2023
She is a solicitor qualified in England & Wales and Jersey.
04/03/2023
Paul is the former CEO of Quilter, the FTSE 250 wealth manager with over £100bn in assets under management.
04/03/2023
With this important step in the growth strategy of our firm, Orbit36 offers a broad range of specialized consulting services in Finance, Treasury, Risk, and Strategy for financial institutions.
04/03/2023
Dominik Halder focuses on clients from northern Germany in his new role at Frankfurter Bankgesellschaft.
04/03/2023
Arne Tölsner joins the asset management firm after more than 20 years at Allianz Global Investors.