05/31/2021
Luxembourg private bank Hires From UBS
Most recently, Klein held a similar role at UBS' Luxembourg arm and before that was the Swiss wealth manager's risk chief for the country.
05/31/2021
Boston Consulting Group Elects Next Chief Executive Officer
BCG’s Head of Central and Eastern Europe and the Middle East Will Succeed Rich Lesser Following Era of Extraordinary Growth and Impact
05/30/2021
Sharmila Nebhrajani is also on the board of NS&I, NICE, Severn Trent and ITV.
05/28/2021
Signature Wealth Group boosts team
Before entering the financial services industry, Chuck served in the U.S. Army as a paratrooper and multilingual interrogator serving in Bosnia and Russia.
05/28/2021
Digital wealth manager appoints Industry veteran as chief strategy officer
He is an expert in brokerage, trading platforms and investment products," says Erik Podzuweit
05/28/2021
BNY Mellon Wealth Management Names Head of Sales - Investor Solutions
She started at BNY Mellon Wealth Management as a high-performing client strategist and stepped into the DC Regional President role quickly earning the trust and admiration of her team as a great leader and business builder
05/28/2021
Citigroup Swiss Boss Exits
She is replacing Slawek Sikora in Poland
05/28/2021
Przygoda is an experienced dealmaker in the insurance sector and has worked at Credit Suisse for over ten years.
05/28/2021
Mr Le Cornu has worked in the finance industry since 1978 and has more than 25 years’ experience in investment management.
05/28/2021
Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced the launch of a new advisory team based in their New York City headquarters.
05/28/2021
Prior to SBSB, Karen held senior positions at U.S. Trust, Pitcairn Family Office and Rockefeller Capital Management.
05/28/2021
The team had managed $420 million in assets and generated about $1.4 million in annual revenue, confirmed Emile, who was reached at his new office on Thursday.
05/27/2021
Schroders Personal Wealth strengthens business development team
Marcelo brings a wealth of experience to the role, having previously held senior management positions at Royal Bank of Scotland and Lloyds Banking Group
05/27/2021
UBP hires chief for German and Austria AM arms
Body will start on his new role on 1 June and reports to Nicolas Faller, co-CEO of Asset Management and head of institutional clients.
05/27/2021
The head of the corporate customer unit since the start of 2020, Juerg Buehlmann’s, chances of landing the job are not considered high.
05/27/2021
The latter blew an $4.7 billion hole in its profits in the first quarter and prompted a swift cash call from staunchly loyal big shareholders as well as some super-wealthy individuals.
05/27/2021
New appointments strengthen Hawksford’s global corporate offer
Darren joins Hawksford from a director role at Fairway Group
05/26/2021
Marie, Steve and Matt each bring professional fiduciary, wealth planning and investment expertise which complement our Active Wealth framework in helping existing and new clients preserve and grow their wealth.
05/26/2021
GAM Strengthens Presence in Asia
Terence’s appointment and the establishment of an office in Singapore underscores the importance of the Asia-Pacific region
05/26/2021
Vontobel recruits former Switzerland deputy attorney general
She gained valuable experience in legal and regulatory topics in the context of the custody of digital assets.