03/10/2023
Seasoned CFO Brings Unparalleled Expertise in Corporate Finance Strategies That Drive Scale, Simplify Processes and Empower Organic and M&A Growth for Independent Wealth Management Enterprises
03/10/2023
Gooding started his role in January last year and reported to Nita Patel, the group's chief compliance officer.
03/10/2023
Ed Caswell joins RBC Brewin Dolphin as a charity investment manager.
03/09/2023
In addition, Credit Suisse has also hired Lok-hin Tsui as director and investment consultant, Singapore and Malaysia market, based in Singapore.
03/09/2023
Based in Singapore, he reports to Natixis IM Singapore CEO Dora Seow.
03/09/2023
Elliott Kibble joins from LGT Wealth Management
03/09/2023
Mark Burtenshaw is the latest in a spate of departures from the firm
03/09/2023
The process to replace the two departing Directors is ongoing in order to have the Board full again as soon as possible.
03/09/2023
The Board has nominated Gaëlle Olivier for election as a new independent member of the Board.
03/09/2023
Alejandro Romano joined Mirabaud at the start of the month after nearly 23 years at Santander.
03/09/2023
The current chair is looking to take her career in a new direction, after overseeing the bank’s merger with Banque Profil de Gestion.
03/09/2023
Previously, Ilias was Global Head of Relationship Management, Sales and Marketing at Alter Domus
03/08/2023
Ben Hall will seek to grow the boutique’s relationships with IFAs and DFMs
03/08/2023
She has spent 20 years in various leadership roles in both in the buy and sell side in the U.S., China and Hong Kong.
03/08/2023
The company is part of the Ecofin Group, which was founded in 1986 by emeritus finance professor and entrepreneur Martin Janssen .
03/08/2023
Gianluca Biggi will be the new Co-CEO and Brian Mattmann will join the strategic committee of the FINMA-licensed manager for collective assets as an independent member of the Board of Directors.
03/08/2023
Before joining Alpen Partners, Michael Bösch was also head of the Zurich office of an independent asset manager.
03/08/2023
Arlene Schuchard Steffen was catering to clients in Mexico.
03/07/2023
In the role, Kharal will focus on establishing and growing client relationships, assessing market opportunities, developing the multi-family office business strategy and leading a team of family office advisors.
03/07/2023
REVEALED: Ben Palmer, head of responsible investment at Brooks Macdonald, has joined LGT Wealth Management, Citywire Wealth Manager can reveal.