02/04/2022
Morningstar Launches Wealth Management Solutions Group
New business unit, fortified with newly hired executives, unites capabilities across Morningstar
02/04/2022
Inexco caters to affluent and high-net-worth clients, as well as financial intermediaries and their clients.
02/04/2022
"With portfolio managers now located in Japan, China and more in Europe, along with advances to our global research, data science and ESG capabilities, we are building on our long history of equity management."
02/03/2022
Former Goldman Sachs VP Joins $1B Wealth Management Firm
Joins as Managing Director, Investment Advisor & Wealth Planner to Lead the new Newport Beach, CA Office
02/03/2022
She previously spent more than two years at BTG Pactual, initially as a senior private banker and relationship manager for the firm based in São Paulo.
02/03/2022
The team, who is joining the German lender from Credit Suisse, will work for Deutsche Bank's offshore desk in Geneva.
02/03/2022
Andreas has over 25 years of experience in the banking industry, most recently as Head of German-speaking Switzerland at Bank Julius Baer in Zurich.
02/03/2022
He will focus on supporting the expansion of the all cap offering, including tailored ESG strategies.
02/03/2022
She has held senior management roles in leading Irish investment firms
02/03/2022
With over 35 years’ investment management and leadership experience Bill is a well-known face within the industry.
02/03/2022
The BKB manager was promoted to management in 2019
02/02/2022
As a seasoned family office executive with 24 years of experience serving major family offices in New England, Ouellette brings a unique perspective and focus on client service to the privately owned wealth management firms.
02/02/2022
Peregrine Wealth makes two appointments in Guernsey
Girish will be assisting with the management of the day-to-day operations of Peregrine’s range of global funds, Tammy will assist on administration and support for private clients.
02/02/2022
Tim Chase, Chairman of WMS, said, “Laura, Chris, Sam, and Nate represent the very best of WMS, and we are thrilled to welcome them as new shareholders.”
02/02/2022
From EFG Private Bank
02/02/2022
She says big wealth managers are too focused on increasing AUM
02/02/2022
Frédérik will be based in the Luxembourg office and will be working closely with another new hire Joanna Macleod, IQ-EQ’s Group Chief Operating Officer.
02/02/2022
Wilke, who advised high-net-worth individuals at Deutsche Bank for more than twenty years, joins the Hamburg branch of UBS Europe.
02/02/2022
At Abrdn, she will be responsible for leading the financial planning arm.
02/01/2022
She will lead the Group Risk and Compliance team, oversee risk management operations and continue building the group’s strong risk culture.