01/16/2023
As the new Head of Trusts and Private Wealth, Alexa brings a depth of experience in advising on a broad range of both non-contentious and semi-contentious trust matters.
01/13/2023
She has also acted as a strategic adviser leading M&A transactions from a people perspective.
01/13/2023
Charles Sunnucks joins the value-focused boutique after leaving Jupiter in 2020.
01/13/2023
The communication and marketing activities of the cooperation partner Alpora will also be integrated into the AMG funds, as can be seen from a statement on Friday.
01/13/2023
The team is dedicated to providing cutting-edge technology
01/13/2023
Effective 30 December
01/13/2023
In his role, Clarke-Wilson will expand relationships with intermediaries in the UK and Ireland and help the firm evolve their investment areas.
01/13/2023
Christopher Verran had been with the firm since 2008, when UBS private banker David Scott founded its predecessor, Vestra Wealth.
01/12/2023
Credit Suisse has appointed Edwin Tan as market group head Philippines, Thailand and Vietnam
01/12/2023
They were recognised as the 'Best Legal Team' in the December 2022 WealthBriefing Channel Islands Awards, and are named in Tier 1 of the eprivateclient Top Offshore Law Firms.
01/12/2023
Incumbent Jim O'Donnell will become a vice chairman of the bank and the head of senior client engagement, Chief Executive Officer Jane Fraser wrote in the memo.
01/12/2023
Andy Warwick and Aron Pataki will lead a team of eight on the £11.9bn BNY Mellon Real Return strategy, with an average experience of 13 years.
01/12/2023
During that time, she worked on various research projects for the IMF, the UK Treasury and the Swiss National Bank, among others.
01/12/2023
The news of David’s appointment comes on the back of three experienced practitioners joining the Edinburgh team and confirms Evelyn Partner’s ongoing commitment and growth ambitions in Scotland.
01/12/2023
Adam Burniston joins
01/12/2023
Based in the Zurich office, she specializes in commercial excellence and monetization strategies for business services and outsourcing companies.
01/12/2023
She then earned an LLM from the University of London, gaining legal and compliance experience before joining Clariant and later Morphosys as Head of Investor Relations.
01/11/2023
With almost 30 years of experience in the Brazilian financial market, Rogerio Zanin joins Lombard Odier from Julius Baer Family Office, where he headed the commercial area and was part of the Executive Committee.
01/11/2023
Based in Guernsey, they will be responsible for unifying and developing the various pension and employer solutions businesses that sit under the Praxis Group banner.
01/11/2023
The strengthening of LGIM’s presence in Switzerland underscores the firm’s ambitious European growth strategy, aimed at further expanding its presence in continental Europe and internationally.