08/29/2022
Holland will join First Republic from MUFG Union Bank, where he currently serves as the CFO of Union Bank and MUFG Americas and held roles of increasing responsibility over the past 14 years.
08/29/2022
Wu has more than 14 years of experience in equity research in APAC, most recently as the head of Asia ex-Japan ESG and utilities equity research at J.P. Morgan.
08/26/2022
The integration is expected to be finalised by the end of the year and announced changes are subject to regulatory and final approvals.
08/26/2022
Prior to joining Merrill Lynch, Gautier was at Citi for four years where he worked within its cross-asset product strategy unit focusing on derivative-based solutions.
08/26/2022
He has all the prerequisites to continue the strong corporate governance of Zürcher Kantonalbank and to tackle future challenges.
08/26/2022
Cesar Fernandez stepped away from managing the Julius Baer emerging markets debt flagship fund in August, Citywire Selector has learned.
08/25/2022
After 16 years at Investec, Mike Rigby will step down from his role as chief risk officer at the business on 31 August.
08/25/2022
In just one year, the association brings together 13 private banks and 80 of the industry's leading External Asset Managers (EAMs), globally managing over $1’800 billion in assets under management.
08/25/2022
Sandringham Partners' CEO Tim Sargisson is leaving the firm following the FCA's approval of M&G Wealth's purchase of the IFA in January.
08/25/2022
Daniel Porteous leaves after four years at Brown Shipley’s Northwest base.
08/24/2022
The new role will witness him leading the strategic solutions function and focusing on building the platform across private investments and corporate advisory.
08/24/2022
To date, Michael and Matt Heine have served as joint managing directors.
08/24/2022
Thomas Barr joins Steward Partners Global Advisory following transition to multi-custodial Raymond James platform.
08/24/2022
Series of Appointments Support Strategic Focus and Investment in Digital Innovation and Expertise
08/24/2022
He brings a wealth of commercial expertise to the organisation
08/24/2022
These new appointments, with their deep experience in international financial services and strong understanding of key markets, bolster Indosuez's suite of wealth management offering in the Greater China and Southeast Asia markets where it has a grow
08/24/2022
They’ve operated at Stifel as the CBC Wealth Management Group.
08/24/2022
Helvetic Trust is strengthening its Bern branch with two senior partners and one account manager.
08/24/2022
The team will act as the third offering under RFO’s Advanced Wealth arm alongside the private equity and structured investment solutions team.
08/24/2022
She will lead the EMEA management team to realise the business’ next phase of growth