05/05/2022
Quilter Cheviot recruits technical specialist
He previously worked for Royal London Life Company, who he had been with for 14 years, servicing advisers in the Southwest and Wales during his time there.
05/05/2022
He previously worked for Royal London Life Company, who he had been with for 14 years, servicing advisers in the Southwest and Wales during his time there.
05/05/2022
Previously, Richard practiced as a funds lawyer with asset management and wealth management institutions in Luxembourg and London.
05/05/2022
Harry Southwell is based in Guernsey and joined Canaccord Genuity in 2014.
05/05/2022
Meanwhile, UBS GWM has hired a head of wealth planning in the region.
05/05/2022
She also works with philanthropists on tax and other issues related to charitable giving and establishing new entities.
05/05/2022
He spent the majority of his tenure at JPM working within its Endowments and Foundations Group
05/04/2022
She will take up her position on 1 August, succeeding Marie-Gabrielle Ineichen-Fleisch, who is stepping down at the end of July after around eleven years in the post.
05/04/2022
Christopher’s appointment also follows a buy recommendation for Kingswood Holdings from finnCap
05/04/2022
The Federal Council has appointed Martin Schlegel as Vice Chairman of the SNB Governing Board for the remainder of the 2021-2027 term of office.
05/04/2022
He will start in August as head of Swiss equities and report to René Nicolodi, head of equities and deputy head of asset management.
05/04/2022
Mathias Paulus, who previously worked on Pictet's Latin America desk, recently joined the Spanish group's private bank.
05/03/2022
He also previously worked at UBS and Notenstein La Roche.
05/03/2022
Over her career, Rosalyn has been recognised as an influential business leader and has received numerous accolades.
05/03/2022
Alice Johnson is also promoted, becoming an Associate.
05/03/2022
Thomas joined Northern Trust in 2004 and served in several executive roles over his tenure, including as a member of the Asset Management executive team since 2008 and as a member of the Management Group since 2017.
04/29/2022
We are delighted to welcome two more institutions to our ranks.
04/29/2022
James Gordon, who has led the business since 2009, will be replaced by Waystone managing director Neil Coxhead at the end of the year.
04/29/2022
Four high-profile names to depart Geneva-based private bank’s fund selection team as direct control of unit falls to Stéphane Monier.
04/29/2022
Bank Cler promotes Meyer to CEO
Former CEO Mariateresa Vacalli is leaving to join the board of directors at Swiss Post.
04/28/2022
Andrew Jackson will join in June and report to Filippo Rima, head of investment at the firm.