05/01/2023
This appointment comes at a significant time for Mason Stevens as it looks to expand its wealth platform offering to deliver premium wealth management solutions.
05/01/2023
Successful RIA Consultant and Veteran Operations Executive will Focus on Supporting Firm's Strategic Growth Initiatives and Scaling its Business
05/01/2023
Naratil will become the group’s chief financial officer and lead the integration division that will oversee the Credit Suisse merger, the newspaper said, citing people it didn’t identify.
04/28/2023
Experienced wealth management and investment professionals Derek Gawne and Lizz Ewart have acquired Charteris Asset Management
04/28/2023
Frank Hegerty had first joined the wealth management group in 2020 as state manager for Victoria and South Australia.
04/28/2023
The Hong Kong-based family office has hired Christopher Myers to help it explore opportunities in the region.
04/28/2023
She joins Stonehage Fleming with significant experience on managing legal matters including deceased estates, curatorship estates, and testamentary and inter vivos trusts.
04/28/2023
In his new role, Burkhard Varnholt will report to Francesco De Ferrari, CEO Wealth Management, and join the Management Committee of the Wealth Management Division.
04/28/2023
Clemens Markstein saw off competition from a field of internal and external candidates in the course of a broad-ranging recruitment process.
04/28/2023
The Circe founder was previously CEO at asset manager Unigestion.
04/28/2023
Selwyn Au-Yeung was previously managing director and team head at Bank J Safra Sarasin.
04/27/2023
Prior to joining Pictet, Raymond was a Managing Director at Swiss Re Asset Management in London.
04/27/2023
He is stepping down as head of the unit at the end of April
04/27/2023
With over two decades of experience working for financial institutions in the United States and the Middle East
04/27/2023
The search for a successor has started.
04/27/2023
Prior to his current role, Mr Oldfield was a member of PwC’s UK Executive Board for five years during which he was Head of Clients and Markets and latterly Head of Strategy and Communications.
04/27/2023
The two new Bankrat members will take office on July 1, 2023.
04/27/2023
She joins HSBC having spent four years with W1 Investment Group in Spain as Regional Manager and Senior Financial Adviser.
04/27/2023
Deputy investment chief Burkhard Varnholt is taking over the role on 8 May.
04/26/2023
Andrew Chin was most recently with HSBC Global Private Banking.