09/01/2021

EFG AM appoints Switzerland CEO

Daniel Murray will also keep his current roles of deputy chief investment officer and global head of research.

09/01/2021

Waverton sharpens its focus on Corporate Sustainability

The firm has a strong commitment to responsible investment and stewardship and as such ESG factors are embedded across its investment process; so this appointment adds to the experienced resources required to plan strategically as the industry adapts to n

08/31/2021

First Republic boosts team

An accomplished wealth manager and a terrific addition to our growing team of wealth management professionals serving the San Francisco Bay Area.