05/17/2023
With more than three decades of wealth management experience, Hedberg says his company is committed to meeting clients where they are and educating them so they develop an understanding of personal finance.
05/17/2023
He started in the new role earlier this month.
05/17/2023
Chui joins the firm’s emerging markets equity China investment team as Michael Lai retires.
05/17/2023
Elemer Schneider began in March and serves wholesale and institutional clients for German-speaking Switzerland.
05/17/2023
Harrison joins Evelyn Partners from Fisher Investments
05/17/2023
Cornelia Stengel specialises in financial market and data protection law.
05/16/2023
The departing bankers include managing director Adam Reid, vice president Clarence Fok, junior analyst Ashley Low and associate Kevin Tian.
05/16/2023
Nick Hathaway is a Chartered Financial Planner and joins from Jerroms Financial Planning, where he has worked since 2018 and where retirement planning and NHS pension work with senior clinicians were areas of specialism.
05/16/2023
The appointment comes at a time when Singapore has been benefiting from strong inflows from wealthy people amid global economic uncertainty because of the city-state's status as a financial safe haven.
05/16/2023
The team also includes Senior Wealth Strategy Associate Jenny Brummer and Client Service Associate Erica Soriano.
05/16/2023
Steve Howarth departs after 10 years in order to take up a new role at the Spanish bank.
05/16/2023
Jean Kamitsis brings 43 years’ wealth management experience to NewOak.
05/16/2023
Gustavo Ramos Baron has left the bank after roughly three years where he catered to Brazilian clients from the firm’s desks in Geneva, Switzerland.
05/15/2023
In the role, Kermaidic will be responsible for operations, client life cycle management, finance and performance management as well as IT support and projects.
05/15/2023
His appointment reflects the increasing momentum
05/15/2023
He is joining Deutsche Bank in July
05/15/2023
Marc Wright joins the firm’s private office after 15 years at Barclays, where he most recently worked as a UHNW senior private banker.
05/15/2023
Mr. Maldonado brings 25 years of international wealth management experience
05/12/2023
Stephanie Bruckner brings 18 years of investment experience with deep family office expertise
05/12/2023
In the new role, Freya will expand her responsibility for managing relationships at a senior level, overseeing governance and management information, ensuring effective communication between management tiers and supporting the CEO with strategic thinking.