11/16/2022
His appointment, which was announced on September 26, 2022, was subject to regulatory approval and discussion with the bank's shareholders and depository receipt holders.
11/16/2022
The fund buyer has been with the bank for nine years and is the second recent departure from Omar Gadsby’s team.
11/16/2022
Cyrill von Burg is also joining the executive management.
11/16/2022
Victor Souza, who previously served as a private banker in Miami, has joined UBS’s wealth management business in Brazil.
11/16/2022
Famed activist investor hands over independent non-executive director position.
11/16/2022
He has a successful track record in identifying solutions to complex business problems
11/15/2022
Schroders has also announced a number of changes to its senior personnel in the region including the retirement of Hong Kong CEO and deputy head of APAC Amy Cho.
11/15/2022
Team Is Led by Jeremy McChesney, Marci Rosenfeld, Jim Morehouse, Todd Duncan, and Jessica Huang
11/15/2022
The private bank PKB , domiciled in Ticino , appointed the former UBS manager Stefano Veri as a member of the board of directors at the beginning of November
11/15/2022
Dr Mara Harvey will take over as the CEO of VP Bank (Switzerland) Ltd, including responsibility for the management of the Europe region.
11/15/2022
Mathias Rohr has also worked in investment banking risk management.
11/15/2022
After more than 17 years with Schroders, Susan Soh, CEO of Schroders Asia Pacific, will retire from the firm at the end of this year.
11/15/2022
Jonathan joins Evelyn Partners from Quantuma where he focussed on providing financial due diligence to lower to mid-market private equity firms.
11/15/2022
She has been promoted to the role from her former position as head of passives UK at Invesco
11/15/2022
“Leslie brings an important specialty that you won’t find at other wealth management firms and we’re pleased to offer this additional subject matter expertise to our clients,” she said in a news release announcing the appointment.
11/14/2022
He was the vice president of innovation at DBS Bank.
11/14/2022
Having previously undertaken this role with a view to handing over to Mr Barker, the Board has confirmed that Ruth Markland will Chair Quilter going forward, and Tim Breedon will be the Senior Independent Director.
11/14/2022
He has been responsible for the market since 2014.
11/11/2022
Together, they manage more than $1 billion in client assets for ultra-high net worth individuals and families.
11/11/2022
Webb's appointment comes as Waverton continues to grow its Adviser Solutions channel following a 74 per cent uptick in inflows to its MPS in the last financial year.