09/15/2023
The move is part of Julius Baer's strategy to enhance its presence in the Greater China market and indicates the bank's focus on strengthening its team to support its business growth.
09/15/2023
Street firm says it’s doubling down on serving registered investment advisors.
09/15/2023
With these appointments, Van Lanschot Kempen further commits to its investment strategy that focuses on investing in high-quality companies that are demonstrably committed to the transition to a sustainable economy.
09/15/2023
Lionel Iso and Alexandre Brantus have joined Vontobel in Geneva.
09/15/2023
It is still unclear how the loss of CS will affect the association financially.
09/15/2023
Artemis has announced its intention to launch a new global equity strategy to tap into the investment potential of changing consumer demands for leading brands.
09/15/2023
Dawn Mealing joins as financial planning business manager after six years at Fidelity International.
09/14/2023
Some of his responsibilities will include managing consulting actuary relationships
09/14/2023
To meet demand for golden visas
09/14/2023
Hoffmann-Burchardi joins UBS from Tudor Investment Corporation, where she worked as a senior partner.
09/14/2023
He will bring more than two decades of experience to the firm founded in 1810
09/14/2023
This appointment highlights the increased collaboration, integration and shared growth objectives for Benchmark and Schroders in the UK, as well as the overall ambitions for Benchmark’s continued strong growth in the adviser market.
09/14/2023
Head of private banking at the group, Nicolas Syz, sees growth in the Middle East, LatAm and Swiss markets.
09/14/2023
In his role as a Senior Managing Director, Donovan will lead one of Northern Trust's wealth advisory teams in the Northeast Region
09/14/2023
Jane Niles joined Investec in 2016, initially leading the Corporate and Family Office segment, and more recently, acting as Head of Offshore Real Estate and Head of Lending.
09/14/2023
Her dedication to client satisfaction and wealth preservation aligns entirely with Affinity Private Wealth's core values.
09/13/2023
Announces the appointment of Emile Salawi as Head of the Middle East
09/13/2023
The arrivals are part of the bank’s ongoing push into the UK market, with 30 relationship managers joining so far this year.
09/13/2023
Fitzpatrick succeeds Andrew Croft who has been with the firm since 1993, serving in the top job since 2018
09/13/2023
They succeed Mario Giannini, who, after 22 years as Hamilton Lane’s CEO, will join Hartley Rogers as Executive Co-Chairman. Rogers has served as Chairman of the Board since 2005.