03/01/2022
The former head of the GFO unit, Joe Stadler, has been handed a new role as executive vice chair for UBS’s global wealth management business, where he will work directly with Khan.
02/28/2022
Mr. Frank brings to GoldenTree over 20 years of experience in leveraged finance and working with private equity sponsors.
02/28/2022
She succeeds Mark Roth, who was appointed to the board of directors at the end of January 2022.
02/28/2022
The focus is on private banking, i.e. business with customers who have between 250,000 francs and up to several million francs in custody assets.
02/28/2022
BNY Mellon Wealth Management Names New Global Head of Fiduciary, Global Family Office
She will be responsible for managing a global team of trust professionals serving as advisor to family offices
02/28/2022
He joins 7IM from Brooks Macdonald where he was head of group risk for around four years.
02/28/2022
He brings to the role a rich experience gained over 20 years in wealth management, private banking and retail banking products and distribution.
02/25/2022
Schroders restructures team, appoints investments lead
Local head of product Natalie Morcos will also take on an expanded role as head of product and solutions, Australia.
02/25/2022
Itaú restructures global wealth management leadership team
Meanwhile, fellow São Paulo-based Nicholas McCarthy was appointed CIO for all of Itaú’s wealth management businesses.
02/24/2022
In this way, Raiffeisen is further expanding its operational performance and increasing productivity in the company.
02/24/2022
Seasoned C-Suite FinTech Leader from Personal Capital to Focus on Digitally-Enabled Organic Growth
02/24/2022
Prior to that, James was part of the sales strategy team at J.P. Morgan Asset Management.
02/23/2022
She will be responsible for expanding Natixis IM’s footprint in those regions, overseeing Iberia, Italy, Latin America and U.S. Offshore.
02/23/2022
Following that, Jessie held a number of senior positions in HSBC, AIG and AIA, and was also the Deputy Chief Executive and Head of Retail Banking and Wealth management with Hang Seng Bank (China) Limited.
02/23/2022
Pitcairn Names MD of Wealth Strategies
Industry veteran brings more than two decades of legal, tax, and wealth management experience to leading family office
02/23/2022
He will report functionally to co-CEO asset management and head of institutional clients Nicolas Faller as well as regional to Asia CEO of wealth management Michael Blake.
02/23/2022
Generali Switzerland has appointed Christoph Schmallenbach as the new CEO.
02/23/2022
He will succeed Manuel Bächi on 1 June. Bächi decided to take a new opportunity outside the bank.
02/23/2022
She reports to head of JP Morgan Private Bank for Switzerland, Matteo Gianini.
02/23/2022
CISI appoints new Essex branch President
David has held a number of Learning and Development and T&C roles across the industry and is currently T&C Manager at Charles Stanley. H