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.
09/13/2023
Previously, he also held senior roles at Citigroup.
09/13/2023
Copernicus Wealth Management appoints Tatjana Xenia Puhan as its new CIO.
09/13/2023
Zurich-based investment firm has announced the succession plan, which will kick in later this year.
09/13/2023
He will utilise his 18 years of experience in the private wealth sector and oversee the Guernsey fiduciary team and drive growth initiatives within the business.
09/13/2023
At BNPP AM he will focus on developing the company’s ETF and index fund client base in the German-speaking area of Switzerland and providing clients with specialist expertise in sustainable ETFs and index investment solutions.
09/13/2023
These hires take the size of the Quilter Cheviot research team to 22, one of the largest in the industry.
09/12/2023
Citi’s TTS unit is focused on banking businesses with a platform that includes payments, liquidity, financing, trade and cash management capabilities.
09/12/2023
This included entities like pension and endowment funds, collectively managing assets worth approximately $20 billion.
09/12/2023
The acquisition of Credit Suisse by UBS in March was a strategic move devised by the Swiss government
09/12/2023
Goldman Sachs Asset Management has also named Aurin Bhattacharjee and Jamison Hill as managing directors in sustainable investing.
09/12/2023
Our services include financial, estate and succession planning, corporate structuring and trusts advisory.
09/12/2023
Invesco has formally named the investment veteran as co-manager of its UK Smaller Companies fund.
09/12/2023
Lombard Odier 25 years ago and has been instrumental to the success of the Group’s asset management division, Lombard Odier Investment Managers.