09/16/2021
Drawing on his deep fintech sector expertise and industry relationships, Nelson will play a pivotal role in the firm’s FinTech advisory growth, while expanding its investment banking footprint to include Denver.
09/16/2021
The former managing partner of Marcuard Family Office, Simon Minder, also joined.
09/16/2021
These appointments follow the recent joining of two other senior executives
09/16/2021
Bryan Carter, head of global emerging market debt at HSBC AM, said Keaney's experience in high yield and investment grade corporate debt investments
09/16/2021
Deutsche Bank Wealth Management also hired Sachin Thussu as a director and senior investment advisor.
09/16/2021
He will develop investment strategies with the aim to launch mid-market funds early next year.
09/16/2021
Andrew will remain with Newton until mid-February 2022
09/16/2021
At UBS, they will concentrate on working with clients who have complex balance sheets, estate tax concerns and business succession needs.
09/15/2021
He joins William Blair with a career spanning more than 20 years, most recently serving as managing director at FT Partners.
09/15/2021
Preceding that, she served as Of Counsel at Chamberlain Hrdlicka, Managing Director at National Advisors Trust Company and Manager at PricewaterhouseCoopers.
09/15/2021
He will continue to be Deputy Chairman of the Company and will remain actively involved in the development and execution of the Company's strategy.
09/15/2021
Digital bank appoints CIO
Esty Dwek succeeds the bank’s first CIO, Charles-Henry Monchau, who left in August.
09/15/2021
The board of directors appoints André Merz as his successor.
09/15/2021
In a further step, the bank wants to expand beyond the national borders.
09/15/2021
With a reputation as a leader in the UK and international private client space, Nic has over 20 years’ experience of bringing broad and bespoke fiscal governance to High Net Worth individuals and families spanning the globe, with particular expertis
09/15/2021
David Muncaster becomes head of distribution, a new role created to support the firm’s growth.
09/15/2021
Deutsche Bank Wealth Management also hired Sachin Thussu as a director and senior investment advisor.
09/15/2021
Dan brings extensive wealth planning experience to UBS and will help clients with wealth creation events, position management, and cross-asset lending
09/15/2021
The appointees join the Board from a range of firms including some of the largest asset managers in the country
09/14/2021
Her experience in creating client value and delivering results make her well-suited to lead our firm’s integrated marketing and communications through this historic time.