07/27/2021
Credit Suisse Group appoints David Wildermuth as Chief Risk Officer and a member of the Executive Board
He is a 34-year banking veteran, bringing extensive experience in risk management and in-depth knowledge of the financial services industry.
07/27/2021
AdvisorEngine Hires Chief Information Officer
Industry veteran joins in a newly created role focused on helping wealth management firms harness data across CRM and portfolio management to deliver personalization at scale
07/27/2021
BNY Mellon Wealth Management Names A National Director of Portfolio Management
He is based in Boston.
07/27/2021
Joseph Pinto and Christophe Lanne will both continue to report to Tim Ryan, member of Natixis’ senior management committee and global CEO of Asset and Wealth Management within Groupe BPCE’s Global Financial Services division.
07/27/2021
The development of the senior management team will also position the business favourably in its ambitions to expand to a team of 50 advisers managing circa £2bn AUM, within three years of launch.
07/27/2021
BXI Investments invests in early-stage companies that are well-positioned to benefit from a deeper relationship with Blackstone's many businesses, portfolio companies and extensive global network.
07/27/2021
Adding to Brown Wealth Management's robust wealth management team, Christopher Pegg brings 15 years of legal, tax, and financial services expertise to the new role
07/26/2021
Knight Frank Appoints Head of Global Capital Stategies
She has been promoted from her previous role of director of APAC capital markets and continues to report to Neil Brookes, who was recently appointed to lead global capital markets, also based in Singapore.
07/26/2021
Kingswood Chairman and CFO Both to Leave
The London-listed company said that Jon Millam has been appointed as the new CFO, effective from Aug. 1.
07/26/2021
Bank continues efforts to develop leadership from within
07/26/2021
In her new role, Harper will work with investment managers on more complex mandates including those reporting in currencies other than sterling.
07/26/2021
The British bank's private bank in Switzerland advanced one of its own as investment chief.
07/26/2021
He will partner with portfolio company CEOs to drive key value creation initiatives throughout our infrastructure companies.
07/26/2021
Robert has extensive experience in investing capital across all sub-sectors of the infrastructure asset class to deliver strong returns.
07/25/2021
David joined Moore Kingston Smith Financial Advisors from a London based practice where he was head of the wealth management team, overseeing over £100m of client assets.
07/23/2021
Janus Henderson appoints Global Chief Operating Officer
As part of his new role, James Lowry will oversee operations, technology, data governance and architecture, change management and strategic vendor oversight.
07/23/2021
Chauhan was most recently working for Credit Suisse where he was also an NRI banker that reportedly began coverage of the Sri Lanka market in 2018 with a team of relationship managers.
07/23/2021
They have extensive expertise in the areas of credit and risk management in banking
07/23/2021
Close Brothers boosts board
On joining the board, Patricia will become a member of the board's Risk and Audit Committees.
07/23/2021
Ms. Anthony joins Evercore from BNY Mellon Wealth Management