09/14/2020
As Associate Director, he was responsible for increasing business growth and efficiencies, plus maintaining standards and regulatory controls. James is a fellow of the Personal Finance Society and a Fellow of the Chartered Management Institute.
09/14/2020
He replaces Sven Württemberger, who was appointed head of client coverage for Switzerland in July.
09/14/2020
In his new role as Head of Responsible investment, Mr Palmer will lead and develop Brooks Macdonald’s commitment to responsible investment, with a focus on the firm’s sustainable and long-term contribution to the sector.
09/14/2020
Strategy has shrunk from €587m to €262m since the five-strong team left the firm to set up own venture.
09/11/2020
British banker becomes first woman to run a Wall Street bank
Jane Fraser is a member of the Board of Dean’s Advisors at Harvard Business School, serves on Stanford University’s Global Advisory Council and is a member of the Council on Foreign Relations.
09/11/2020
Wayne will work alongside an experienced team of licensed portfolio managers to help clients achieve long-term success and prosperity using an entirely comprehensive and holistic approach.
09/11/2020
He leads the bank’s team of risk professionals supporting the business in its growth agenda across international jurisdictions, including the UK, Jersey, Guernsey and the Isle of Man.
09/11/2020
Deutsche Bank International Private Bank has appointed a former senior banker at UBS to its executive committee in the UK.
09/11/2020
Companies, like Swiss and other banks, do not try to achieve diversity for altruistic reasons.
09/10/2020
Butterfield Announces Senior Management Appointments
During the month of September 2020, Sabeth Siddique, Bri Hidalgo, and Kevin Dallas will be joining Butterfield as members of the Bank’s Executive Committee.
09/10/2020
ZEDRA appointments Group CFO
Sally’s appointment comes at a time when Zedra is growing rapidly
09/10/2020
The asset manager is reinforcing its positions in the German business centre as part of its European growth strategy.
09/10/2020
Nomura Names Head of International Wealth Management
He will work closely with the firm’s Global Markets and Investment Banking businesses to develop best-in-class product offerings and drive a unified solutions-led coverage effort, especially for entrepreneurs, family offices and external asset manag
09/10/2020
The group together produced $5.2 million in annual revenue, the brokers said in an interview about their move.
09/10/2020
Citi has promoted its private banking head of operations and technology in Asia Pacific to an even larger role covering the same area for the broader group.
09/10/2020
At Deutsche Bank, where he worked between 2012 and 2020, he was responsible for UHNW and HNW clients and family offices.
09/10/2020
Bryant brings over 15 years of wealth management experience to the Phillips Hayes Group.
09/10/2020
She was a head of asset management relationships within its Investment Solutions Group.
09/10/2020
Swiss asset manager has already reinforced the fund management ranks for the strategy.
09/09/2020
Mayank will have a key role to play ensuring a successful integration of the two businesses and driving new digital development and innovation to continually improve the services we provide to clients.