04/18/2022
Third Financial is now one of the largest independent regulated technology firms offering Investment Platform services to Wealth Managers, Financial Advisers and Family Offices.
04/18/2022
Mark was previously a Regional Director in Banking at JPMorgan Chase. He earned a bachelor’s degree from Clemson University and an MBA from Georgia State.
04/18/2022
Led by Industry Veteran, Andrew W. Heitner, The Heitner Group Joins Snowden Lane
04/18/2022
JTC Bolsters Private Client Team
Sean will play a key role in supporting JTC’s multijurisdictional portfolio of private clients and families
04/14/2022
Robert Wenk will take on the role of senior research analyst.
04/14/2022
Raymond Lin Gui will join UBS' asset management arm in Hong Kong
04/13/2022
He has over 25 years of experience in financial services
04/13/2022
Heather Flanagan – Flanagan serves as Head of Family Office Services, overseeing the firm’s enhanced family office service platform, as well as trust and estate services.
04/13/2022
He began his career in finance with ABA Capital Markets in Venezuela
04/13/2022
Our first ever CCO has a global focus on new business development and client account management
04/13/2022
The investment firm, focused on blockchain and digital assets, received its license as a manager of collective assets from the Swiss Financial Market Supervisory Authority (Finma) last January.
04/13/2022
Bram is an experienced commercial director with a 20-year international track record in the financial services industry.
04/12/2022
New Hong Kong Wealth Management Head for StanChart
04/12/2022
Citi Appoints Asia Economist For Wealth Management Unit
04/12/2022
The wealth management positions are in Singapore and Taiwan.
04/12/2022
Kingstone Schweizer Ventures focuses on the themes energy systems, food tech and materials 2.0.
04/11/2022
QCE expects to continue expanding its team in Ireland to support its growth ambitions.
04/11/2022
Former M&G global chief Aled Smith and two investment managers are among the new additions, lifting the total number of partners on Ruffer's books to 58.
04/11/2022
Meier is a 30-year financial veteran and he joins from Julius Baer where he led its APAC structured products advisory and sales team since 2010.
04/08/2022
Hill will work alongside Senior Business Development Manager Helen Robertson.