11/23/2020
JM Finn hires Senior Investment Manager
Jonathan has over 25 years of experience managing private client portfolios
11/23/2020
Jonathan has over 25 years of experience managing private client portfolios
11/23/2020
The bank’s decision to select a high-profile celebrity in Hong Kong is driven in part by its optimistic outlook in the city’s wealth growth
11/23/2020
Wealth manager James Hambro & Partners (JH&P) has made Portfolio Manager Mark Leach a partner.
11/23/2020
Kwok appointed ambassador as part of efforts to better tap growing wealth in China
11/23/2020
Lee Bailey has joined Saunderson House as Financial Planning Director and brings bringing over 25 years of private client experience within financial services, having spent the last decade at Odey Wealth Management.
11/23/2020
To deliver the finest quality residential property, REDD collaborates closely with their network of suppliers and contacts who include leading architectural firms, interior designers and property advisers.
11/20/2020
He had been a director at the private bank in Cincinnati and remains a senior vice president.
11/20/2020
Prior to joining the firm, Mr Yeo held senior roles at HSBC for nearly 15 years.
11/20/2020
We take great pride at UBS in offering career development and rewarding the hard work and dedication that we see from our staff.
11/20/2020
He was previously with Deutsche Bank and UBS Investment Bank in various country, regional and global compliance roles.
11/20/2020
“Many businesses are currently impacted by unforeseen external events, altering planned strategy, working capital and profitability,” says Greg Palfrey, Head of Advisory Consultancy at Smith & Williamson.
11/19/2020
Adam joins BNY Mellon from Bank of America Private Bank
11/19/2020
Wasil joins SEI from Willis Towers Watson, where he spent the past 14 years in their actuarial and investment practices.
11/19/2020
Second hire from Julius Baer
11/19/2020
The new CEO most recently held a similar role at BancoPosta Fondi.
11/19/2020
In addition, wealth adviser Lou Auriemma joins PWA with many years of experience in the financial services industry.
11/18/2020
Van Ommeren will be responsible for enhancing the bank’s core functional and economic efficiency and driving its growth strategy in the region.
11/18/2020
Xing was most recently with Bank of China as a portfolio manager for private equity and previously also spent four years with Ernst & Young in Hong Kong and Denmark.
11/18/2020
In this role, he was responsible for the Discretionary Portfolio Management unit as well as all Products, Risk and Governance, and the Execution Desk.
11/18/2020
After our Q4 results in February 2021 we will take time to thank Clifford extensively for his valuable contribution as CFO over the past four years.