12/15/2023
Stuart joins Rothschild & Co from FNB Channel Islands, the Guernsey deposit taking business of FirstRand Bank, which he has led since its establishment in 2014.
12/14/2023
Mills was replaced by Jonathan Leach, previously deputy head of Citigroup’s investment management division after earlier serving as head of investments for North America.
12/14/2023
The fund ranks 10th out of 63 global convertible funds for total return over the last three years, with -6.1%.
12/14/2023
Banks currently serves as vice chair and chief investment officer for the lender's pension and benefits plan investments.
12/13/2023
The bank also appointed Jane Li as market head for Greater China
12/13/2023
Asia is Julius Baer’s so-called «second home market»
12/13/2023
Equities head to take on remit covering equity, fixed income, multi asset and hedge fund solutions, investment solutions and sciences, plus the firm’s responsibility team.
12/13/2023
Headquartered in New York and Miami, Kingswood U.S. supports more than 200 financial advisors under the Kingswood Wealth Advisors (KWA) brand.
12/13/2023
Senior promotions include Una Smith who takes on the role of Client Services Director in Jersey
12/12/2023
The new promotions included 75 investment bankers and 64 employees from the trading division.
12/12/2023
Both will be working from Zurich, according to an announcement on Monday.
12/12/2023
They join the UBS Southeast Wealth Management Market, led by Market Executive Lane Strumlauf, and will be located in the Atlanta, Georgia office
12/12/2023
The Board of Directors has nominated Mr. Guido Fürer for election at the upcoming General Meeting.
12/12/2023
Prior to that, he spent four years as a convertible bond portfolio manager at Aberdeen Asset Management.
12/12/2023
Caroline Jehan, who spent 12 years at Lombard Odier, has taken a senior private banker role at Cité Gestion’s Geneva office.
12/12/2023
Ward and Ferraz have joined to add their experience into the mix across the network and increase the presence of both the Group and its constituents across the investment industry.
12/11/2023
In an ASX announcement, the fund manager said it has now appointed Jeff Peters from the US to step into his role.
12/11/2023
Sarasin & Partners said the appointments align with its strategy to leverage global trends such as digitalisation, automation and climate change in its investment approach.
12/11/2023
Jonathan Unwin joins the business after seven years at Luxembourg-based private bank Banque Havilland.
12/11/2023
Two former senior wealth managers at Credit Suisse have moved to Principal Asset Management, with one taking a top role at its specialist boutique Spectrum Asset Management.