03/06/2023
She brings more than 14 years of financial services experience, previously working at Praxis, where she was responsible for business development in Hong Kong, Macau, Taiwan and mainland China.
03/03/2023
Both Tim and Mark have significant experience in the wealth management sector, with careers spanning 33 and 24 years respectively.
03/03/2023
Bank promotes industry veterans to Chief Banking Officer and Chief Innovation Officer
03/03/2023
CSW managing director Tom Barnett said: “I am delighted to welcome the Bernard Barrett Associates clients and team to the Craven Street Wealth group at an exciting time for our growth plans in London.”
03/03/2023
It consists of Kilian Schärli , Samuel Ljubicic and Serge Calame.
03/03/2023
In the last three years, Andreas Schafer has strengthened the synergies between the corporate and investment customer business in his department and successfully expanded the positioning in the core business areas.
03/03/2023
The board of directors now consists of nine members.
03/03/2023
Managers Jack Flaherty, Casey Goldmann and Mark Pearce have left the company, while Swiss-based Christof Stegmann has retired.
03/03/2023
The responsibilities have been taken over by the bank’s head of real assets lending.
03/03/2023
Hedge fund specialist who left as part of wider team disbandment has taken up a new role.
03/03/2023
The pair have significant experience in the wealth management sector, with careers spanning 33 and 24 years respectively.
03/03/2023
Michael, Aldo and Ross are strong contributors to our firm, always putting our clients first and demonstrating terrific teamwork,” said Chris Zander, CEO of Evercore Wealth Management and Evercore Trust Company, N.A.
03/02/2023
She is believed to be joining a Singapore-based bank in a management role but the source did not further elaborate.
03/02/2023
Together with their six-person team, Mariash Lowther Wealth Management, they manage nearly $640 million in client assets for ultra-high net worth individuals and families.
03/02/2023
The new hires will report to Yvan Wicht
03/02/2023
He will oversee day-to-day operations and provide senior asset management leadership in the region.
03/02/2023
He will now utilize his digital assets experience in the new role at Arab Bank Switzerland, which joins other traditional financial institutions betting on growth in the blockchain industry.
03/02/2023
She is joining a tenured team of leaders who are responsible for providing best-in-class investment management, trust, banking and advisory based solutions.
03/02/2023
These women are now all in top management – but no longer at the big bank.
03/02/2023
Previously, he held various management positions in the financial industry.