09/26/2023
Appointments of Helen Lam and Gaven Koh will bolster the Group's operational excellence and regulatory compliance initiatives
09/26/2023
He will also work alongside Duccio Marconi
09/26/2023
David Blake joins Canaccord after eight years with Rathbones.
09/25/2023
Alexandre Bouchardy and Tarik Garidi have moved to Weisshorn Asset Management in Geneva.
09/25/2023
Selina Keshavji will be replacing Jerome Leclere as head of centralised advisory at Lombard Odier.
09/25/2023
Alpen Partners featured in Citywire Switzerland’s Top 50 Independent Asset Managers 2023.
09/25/2023
They will take office next January.
09/25/2023
She will work closely with David Bajada, Investment Director for Private Equity at Schroders Capital, as well as the broader Asian private equity team.
09/25/2023
Experienced international wealth management specialist to join private banking group’s leadership team amidst growth drive
09/22/2023
They join the UBS Soundview Wealth Management Market, led by Mara Glassel, and will be based in the firm’s Greenwich, CT office, managed by Erin McDonald.
09/22/2023
The deal was first announced in April, and involves an all-share combination of Investec Wealth & Investment UK and Rathbones, that leaves Investec holding 41.25% in the enlarged Rathbones business.
09/22/2023
The departure follows a reorganisation of the firm’s global fixed income and currency desk.
09/22/2023
Adam Ross and Rupert Stone have been appointed as divisional directors to spearhead the expansion of different regional hubs of the wealth business.
09/22/2023
Tricia Levin has been hired by Brown Brothers Harriman & Co. as the head of family office solutions.
09/22/2023
In the role, she oversees the delivery of strategic, operational, and financial outcomes for the wealth business.
09/22/2023
As a member of the management team, she reports to CEO Marco Boldrin , as was further learned.
09/22/2023
Denis Gilliot’s previous roles included head of private banking for Switzerland at ING.
09/21/2023
Joel Martinez had been at the asset management giant for 12 years.
09/21/2023
Revealed: Impax appoints Mark Bliss to a newly created role leading its global product development and design.
09/21/2023
Melissa works with affluent clients including families with generational wealth and entrepreneurs who have sold their companies.