02/03/2023
He served a pivotal role in building the enterprise to encompass 4,500 financial advisors, approximately $200 billion in client assets and an enterprise value of $1.3 billion.
02/03/2023
Schrenick Shah and Josh Berelowitz
02/03/2023
In recent months, the Zurich-based firm has been able to sign up various frontline staff as well as executives for its corporate center.
02/02/2023
CHANG and IP will both be responsible for leading the fixed income team to create and manage high quality investment solutions for our clients.
02/02/2023
Other senior promotions include Craig Platt and Lucy Janes to Senior Trust Managers, and Francesca Moullin to Senior Manager, New Business in Guernsey.
02/02/2023
James Arumainayagam, Douglas Monro, Andrew Vacha, Hannah Modlock and Mick O’Mara have been promoted to become partners of the firm.
02/02/2023
Since becoming the co-head of APAC IBCM in January 2018, Hung has been instrumental in leading the regional investment banking business.
02/01/2023
Previously, she also worked at Peak Capital as a director of business development.
02/01/2023
Diana Hong and Elina Yan join Indosuez Wealth Management as executive directors for North Asia, according to a statement.
02/01/2023
As Head of Fund Administration, Gaede will oversee the finance team, leading the administration of funds for Lennertz & Co’s alternative investment platform.
02/01/2023
In her new role, Jennifer will be responsible for developing the Quilter Foundation’s strategy while continuing the ongoing work with its charitable partners and colleagues.
02/01/2023
Andrew brings more than 25 years’ experience of financial services to the PIMFA Board.
02/01/2023
Hauri has over 20 years’ experience in risk management
02/01/2023
She will provide additional value to PNC Private Bank Hawthorn clients by emphasizing a holistic approach to issues surrounding family dynamics, communication, governance, education, conflict resolution and coaching.
01/31/2023
Previously, she also spent over 10 years with Aberdeen in its indirect real estate team.
01/31/2023
Throughout his successful 25-plus year career at CIFS in Puerto Rico, he worked in a variety of leadership positions including Regional Sales Principal, Regional Sales Manager, and Head Trader.
01/31/2023
He started his career as a financial adviser at Britannia Building Society and Legal & General before moving into senior management roles where he was responsible for key national distribution relationships.
01/31/2023
Credit Suisse’s Latin America desk in Switzerland has suffered another bout of exits from its private banking unit just a few months after losing one of its regional teams.
01/31/2023
She is a trusted and knowledgeable professional who is well versed in complex matters within tax, making her a valuable asset to the team.
01/31/2023
Prior to her role at Postfinance, she worked in business development at Migros Bank.