10/31/2025
“Thryve is providing families and foundations with an independent approach to wealth, centered around innovation and American exceptionalism, and there are few investment leaders who embrace that philosophy more than Randol Curtis,” CEO Gary K
10/31/2025
Portillo is a lawyer specialized in tax and corporate law, with experience in local and international tax structuring for companies and family wealth
10/31/2025
Since joining the firm, Adrian has played a pivotal role in advancing MASECO’s operational strategy, driving innovation, and enhancing the client experience across all areas of the business.
10/31/2025
As Estelle Buttoudin is set to undertake new responsibilities, Patrcik Dugué will take over to co-manage her funds alongside Claudio Semadeni and Martin Vlcek.
10/31/2025
During that time, he led national campaigns to attract, support and retain advisers, helping shape SJP’s brand and growth strategy through one of its most successful periods.
10/31/2025
Pierre Chèvre has held roles including managing partner of Alias Partners and chief economist at the Darier private bank.
10/31/2025
In her role, Megan will primarily focus on supporting Jersey based high-net-worth clients with her colleagues Fiona Waite and Katie Maguire.
10/31/2025
Previously, he was responsible for the retail banking business in Northwestern Switzerland.
10/31/2025
With Jürg Hutter, SZKB is filling this key position from within its own ranks, underscoring the quality of its internal succession planning.
10/30/2025
Carlos Rodríguez Aspirichaga will be responsible for driving growth strategies and ensuring financial solutions tailored to the needs of Ultra High Net Worth (UHNW) clients in Mexico
10/30/2025
Ex-Reuss Private head of risk and compliance, Maria Maraki, has joined the Dutch firm's Swiss unit as head of compliance.
10/30/2025
Wealth manager RBC Brewin Dolphin has expanded its Edinburgh office with the appointment of two new wealth managers, bringing its financial planning department to 30 people.
10/29/2025
Edinburgh Rugby star Chris Dean will initially take on business development role
10/29/2025
Based in Singapore, he will oversee growth and strategy across key markets including China, Taiwan, and Hong Kong
10/29/2025
Blackstone has $1.2 trillion in assets under management.
10/29/2025
Longstanding employee of Suntrust Investments Yves Pillonel has joined Baseline Wealth Management.
10/29/2025
Two Zurich-based family offices are merging.
10/29/2025
Simon Elliott takes over as head of investment trusts with Simon Crinage to retire at the end of 2026
10/29/2025
Chief investment counsul Chris Hills and head of strategic partnerships Simon Taylor have left the business.
10/29/2025
Based in Atlanta, she reports to Ethan Van Eck, Senior Director of Regional Wealth, and will lead a First Citizens team of wealth consultants.