He is currently Morgan Stanley's head of government relations for Europe, the Middle East and Africa, having joined the bank around six months ago
He joins from UBS Wealth Management in Madrid, where he spent eight years, having previously worked at Spanish Banco Urquijo, CNMV national financial investments authority and Arthur Andersen.
Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 125 countries, with more than 25,000 professionals.
Raymond James pioneered the concept of financial planning in the 1960s, at a time when other firms were focused on just selling investments. Financial planning, as founder Bob James came to practice it, had to begin with listening to clients and accuratel
The Global GRC offering draws on Deloitte member firms' existing practices across all business lines -- audit and enterprise risk services, tax, consulting, and financial advisory -- to drive value for member firm clients in an increasingly complex a
He will report directly to Werner Rüegg, location head for Basel and head of private banking Switzerland, and will be supported his deputy, Rolf Muggli.
“We have brought together all the investment and research competencies of our business into a globally coordinated and centralized engine, complemented by our investment bank, to produce strong investment insights for our clients,” Zeltner and