06/15/2023
Moulton Goodies Limited focuses on direct private equity and venture capital investments across a range of sectors and stages. Its direct investment portfolio consists of more than 80 companies.
06/15/2023
With two-year gilts yields at their highest level since last year's ‘mini’ Budget debacle, Allianz's Mike Riddell is also buying back in, while Quintet sees more safety in US treasuries.
06/15/2023
James Neale joins the firm’s Cheltenham office as investment manager, after five years with Canaccord Genuity.
06/14/2023
Plus other moves within the industry this week
06/14/2023
Roseli Kostiuk left Citi Private Bank last month after almost 14 years and is joining a former colleague at the Spanish group.
06/14/2023
Josh has recently transferred to BDO in Jersey having worked at BDO in Guernsey for over 8 years.
06/14/2023
He is succeeding Marco Amato, who will step down at end-August 2023, as previously announced.
06/14/2023
Patrick Preece joins the firm’s London office as banking director, after just over a year at Investec W&I.
06/14/2023
He will remain in the role until November 2023 to support a smooth transfer of power.
06/14/2023
In his new role, James will be responsible for the day-to-day operational management of Peregrine Wealth’s 15 Guernsey-domiciled investment funds.
06/14/2023
In Asia, Jin Yee Young is joining the firm after just six months at Deutsche Bank.
06/13/2023
Yesterday, UBS announced leadership changes in its global wealth management (GWM) business as part of the ongoing integration with Credit Suisse.
06/13/2023
Based in Dubai, he reports to Rajeev Mittal, managing director, Asia Pacific ex-Japan.
06/13/2023
The trio of advisors are joining the Swiss firm's international branch led by Jesus Valencia.
06/13/2023
Former Sionic managing partner Gilly Green has joined new wealth consultancy Solve as a business adviser.
06/13/2023
Lombard Odier Investment Managers has recruited Marc Palahi, a former director of the European Forest Institute.
06/12/2023
Julius Baer appoints Stacy Wong as team head, Southeast Asia, according to an internal memo seen by finews.asia, effective immediately.
06/12/2023
The private bank is designed to provide personalized, 24/7 concierge-level banking services
06/12/2023
Freddie Neave, James Hanbury and Oliver Kelton will take over Crispin Odey’s funds, while the remaining partners plan a rebrand of the firm.
06/12/2023
Lewis Hamm said he was happy to be returning ‘home’ to JPM less than three years after leaving the firm to set up O-IM, comparing the experience to ‘going travelling’.