09/01/2022
UBP’s partner advisory proposition is a high-touch offering that allows clients to access a dedicated investment expert that provides tailored multi-asset advice according to return expectations, time horizon and risk profiles.
09/01/2022
As an operations leader and with a background in law, Rachel has an in-depth knowledge of the Australian and global financial services ecosystem.
09/01/2022
She was formerly with Wells Fargo Clearing Services LLC in San Diego, and according to Wealthminder, manages over $692 million in client assets.
09/01/2022
He focuses on the Latin American market.
09/01/2022
He previously worked at a Swiss private bank.
09/01/2022
Experienced investor announces departure on LinkedIn with plans to take on as-yet-unnamed new challenge.
09/01/2022
He joins Evelyn Partners from Attivo Group, where he worked for three and a half years and was a Chartered Financial Planner.
08/31/2022
Unique Financial Planning has appointed Katie Jeffery, formerly a senior reporting analyst at Quilter, to organise data management across the firm.
08/31/2022
Experienced fund selector Servane Duforest will offer advice and support to asset managers after leaving Groupama Asset Management.
08/31/2022
With the qualifications as a qualified banker HF and Bachelor of Science FH as well as many years of experience within UBS, the new branch manager is attested to both practical and specialist knowledge.
08/30/2022
A representative for Credit Suisse confirmed the contents of the memo.
08/30/2022
He will be responsible for the areas of banks, external asset managers
08/30/2022
The 26 new partners across Walkers' global offices marks the firm's largest ever round of additions to the partnership.
08/29/2022
He is based in Singapore while succeeding and reporting to Guilherme Lima who was named head of wealth for Asia Pacific in October last year.
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.