08/05/2020
Swiss Online Banking Veteran Has Another Go
The bank already disposes of a license and employs a staff of 40 based in Geneva.
Executive Moves
08/05/2020
Director to Industrial Technology team, further strengthening its German offices
Further bolstering the firm's capabilities in industrial technology specifically, Raymond James is also adding a Managing Director in the US focused on this sector to support the global momentum happening in the space.
08/05/2020
EFG International appoints new CEO for South East Asia
Based in Singapore, he will also be a member of the management committee of EFG Bank in Asia.
08/05/2020
Kestra recruits industry innovator as CIO
Former JPMorgan Chase & Co. technology exec to support all Kestra Financial, Inc. companies
08/05/2020
Julius Baer exits continue as LatAm advisor duo departs
Earlier this year, Julius Baer announced that it had shuttered its office in Montevideo catering to local clients and let go of almost a dozen advisors from its cross-town international branch.
08/05/2020
Zug IAM hires banking veteran as executive director
In addition, his many years of experience make him a skilled link between the investment team and clients.’
08/05/2020
Citigroup promotes Singapore retail bank head to oversee private client business in Asia, Europe
San San Chan will take the newly created role as head of Citigold Private Client business for Asia-Pacific and EMEA on October 1
08/05/2020
Wisdom Hon joins expert panel to discuss COVID-19's impact on private clients
Wisdom leads the private wealth team in Hong Kong advising international wealthy families and trust companies
08/04/2020
Six Wealth Managers Join First Republic
They will provide investment management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.
08/04/2020
BNY Mellon Wealth Management Names Senior Wealth Strategist
These strengths, coupled with her wealth management experience, make her an indispensable resource for our clients and the Chicago team.
08/04/2020
PINTEC Announces Changes to Management and Board of Directors
Both Mr. Wei and Mr. Dong will continue to serve on the board of directors of the Company (the “Board”) following their resignations from the Company’s management.
08/04/2020
Quilter Cheviot expands investment management team
Joins from Canaccord Genuity Wealth Management
08/03/2020
Withers hires senior disputes lawyer
Chenthil is an accredited mediator with the Singapore Mediation Centre, serves on the Advocacy and Criminal Practice Committees of the Law Society of Singapore and is a senior Advocacy trainer with the Law Society.
08/03/2020
Oppenheimer Builds-Out Leadership Team
Joseph Lovell Named Managing Director and Head of Asset Management; Philippe Jacquemard Appointed Managing Director and Head of European Insurance
08/03/2020
Senior promotions for Carey Olsen's corporate teams in Bermuda and Jersey
Nick has been a member of the Jersey corporate team since 2017.
07/31/2020
MAI Taps Olha Paluch As Managing Director And Senior Wealth Manager
She serves on the New York City Estate Planning Council and is a board member of the Monroe Foundation.
07/31/2020
Sedulo Wealth aims to hit £250m Funds Under Management with multiple appointments
Our wealth management division is a crucial part of our holistic service offering. These latest appointments continue the programme of development across the division and demonstrates our ongoing commitment to providing a superior level of service.
07/31/2020
Rowan Dartington appoints Chief Investment Officer
His strategic and academic background will be invaluable as he transitions into the role of Chief Investment Officer
07/30/2020
IQ-EQ appoints Business Development Director in Hong Kong
In his new role with IQ-EQ Hong Kong, Kenny will help maximise the organic growth of the group’s alternative funds business by building IQ-EQ’s network and winning new clients across Greater China and the wider East Asia region.
07/30/2020
Peru & Partners strengthens leadership with two senior appointments
Within the Peru & Partners leadership team, Christophe and Lucie will join fellow department head, Ramelle Gabdibe (Valuation Services), who joined the business earlier this year.