09/05/2022
The team joins Evelyn Partners through its succession programme which was launched last year to give financial advisers approaching retirement an opportunity to migrate their clients to a new, long-term home with a high-quality wealth management propositi
09/05/2022
Lukas Knüppel steps onto two strategies previously overseen by Reiko Mito following her move to a senior role at Martin Currie.
09/05/2022
One of the UK’s most celebrated small-cap fund managers is retiring from Abrdn after 38 years with the company.
09/02/2022
AXA IM adds two staff to its China joint venture, while UBP strengthens its investment services team.
09/02/2022
Desiree Lam and Dabby Leung have joined UBS as market team heads for global family and institutional wealth Hong Kong
09/02/2022
Rohit joined BNP Paribas Global Securities Operations in 2008 and has since held a number of senior roles at the securities services unit in India and France.
09/02/2022
Rudolf Sigg will step down from his position as Head of Finance at Zürcher Kantonalbank on October 31, 2023 and will then leave the bank.
09/02/2022
Pierre will be key in expanding Petiole’s institutional client base through his international network of distribution partners.
09/02/2022
Latin America is a core market for PKB. The bank has also had a presence in Panama since 2012.
09/02/2022
In the more recent shift, 39-year industry veteran David A. Shorr rejoined Morgan Stanley after a 10-year hiatus at UBS
09/02/2022
Matthias Lehmann is an internationally renowned wealth management leader.
09/02/2022
The firm has announced its plans to promote four Citywire-rated fund managers within its fixed income department, effective from the 1st October.
09/02/2022
The Rathbones raid continues as the firm hires Sally-Ann Gallier as investment director.
09/02/2022
Michael Schriver has 24 years of experience in the region with Tiffany & Co., DFS and Louis Vuitton.
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.