01/07/2021
Julius Baer loses advisor to German family office
There he managed family office mandates and advised professional investors.
01/07/2021
There he managed family office mandates and advised professional investors.
01/07/2021
Sophie also served as a member of CBRE Global Investors' Global Executive Committee and Global Investment Committee and as chair of the European Executive Committee and European Investment Committee.
01/07/2021
James joins PM+M from Mattioli Woods (previously Taylor Patterson) where he was a senior consultant. He has also previously worked at RSM Tenon and Nationwide Building Society.
01/07/2021
The expansion of the team follows the release of its Impact Report,
01/07/2021
Having returned to Guernsey at the end of 2020
01/07/2021
In the first edition of the International Comparative Legal Guide to Environmental, Social & Governance Law 2021, Peter Stapleton, Ronan Cremin and Jennifer Dobbyn provide a comprehensive insight into ESG law in Ireland.
01/07/2021
Part of SJP Wealth Management Group
01/06/2021
Crawley, who has been with the U.S. bank for nearly three decades, will replace Jeff Brodsky, who will take over as the vice president of the company.
01/06/2021
She has also held roles in the French civil service
01/06/2021
It has also hired another member of the management team.
01/06/2021
Haider is a 20-year private banking veteran and was previously the Southeast Asia head of private wealth with J.P. Morgan.
01/06/2021
He is currently Chairman of Revolut Limited and Senior Independent Director at Glencore PLC, as well as Chairman of Toscafund.
01/06/2021
Munro is replacing Hanneke Smits who stepped down from the role in October to become head of BNY Mellon Investment Management
01/05/2021
The new appointments follow the recent appointments of Ravi Tara
01/05/2021
Hudson joins Aegon AM from Invesco where she was EMEA Head of Diversity & Inclusion since 2018, establishing the company’s extensive I&D programme.
01/05/2021
The move follows a shakeout initiated last year with the entrance of heavy-hitter Fong Seng Tee last year.
01/05/2021
Mr. Powell is a past president of the Washington, DC Estate Planning Council. He graduated from The College of William & Mary with a BA in Economics.
01/05/2021
Charmaine earned a Bachelor of Science degree in Finance and Accounting from New York University's Stern School of Business.
01/04/2021
She will take up her new position with effect from 1 February 2021 and will remain based in London.
01/04/2021
WHVP, which is SEC-registered, focuses on clients from the USA.