09/12/2022
In his new position Niall O’Sullivan will be responsible for multi-asset investment activity, working to drive portfolio construction and outlook development for clients in the region.
09/12/2022
Axel Weber was previously chairman of the board of directors of UBS in Zurich for 10 years.
09/12/2022
The company’s Swiss branch was previously led by Nicole Curti.
09/12/2022
Howard joined from Royal Bank of Canada and has more than 29 years’ experience in the industry.
09/09/2022
In addition, Nick will become a non-executive director of Ocorian as well as being an ambassador for the Private Clients business.
09/09/2022
Widely respected former BofA Merrill Research leader brings additional fiduciary support and investment insight to Sanctuary advisors and their clients
09/09/2022
Prior to Brown Shipley, he was a Financial Planning Manager at Santander.
09/09/2022
He will be a member of Rockefeller’s Management Committee
09/09/2022
At their annual meeting on Thursday (yesterday), the members of the economic umbrella organization Economiesuisse elected nine new board members.
09/09/2022
All three staff already worked at the company.
09/09/2022
In addition, he should use his experience and international expertise to help further develop the Cologne-based financial institution internationally.
09/08/2022
J.P. Morgan leaders announced major investments in the Wealth Management business earlier this year
09/08/2022
Seasoned Executive Joins as Head of Secondaries to Capture Growing Market Opportunity
09/08/2022
He is currently serving notice at UBS which he joined in February 2019 as head of sustainable finance for APAC.
09/08/2022
Eric Vu Anh appointed as Investment Manager, to work alongside James Lawlor
09/08/2022
He joins the Dorset-based firm in the newly created role of client director, with responsibility for private clients in the north of England and Scotland.
09/08/2022
His addition to the team will be invaluable as we expand our multi-asset capabilities
09/08/2022
With the new addition, the Lucerne-based private bank is targeting business with institutional investors in Germany.
09/08/2022
With ESG a top priority for our clients and for Fidelity as a firm, we continue to look for the best talent available
09/08/2022
The changes will take place immediately although Gardner will stay with SJP until the end of the year to ensure a smooth transition.