01/25/2023
Following her recent appointment, Melanie will focus on strategy, stewardship and client service as she and the team seek to grow charity portfolios amidst a new economic regime of rising interest rates and slowing global growth.
01/24/2023
LGT Wealth India, Securities and Exchanges Board of India (Sebi)-registered portfolio manager, is owned LGT
01/23/2023
Previous stops in his career include Credit Suisse, where he worked in currency trading and relationship management, as well as Lombard Odier, Gibraltar, where he headed private banking services for 16 years.
01/23/2023
Vanguard appointed Roger Bootz as head of business development for Switzerland and Liechtenstein, and country head of Switzerland, the US asset manager announced on Monday.