02/10/2022
WealthTech Veteran to Focus on Accelerating Next Phase of Growth and Empowering Financial Advisors and Enterprises with Next-Gen Wealth Data, Insights and Portfolio Management
02/09/2022
He will be responsible for managing and developing the Corporate Banking business, expanding and strengthening client relationships in Asia Pacific and Middle East.
02/09/2022
He will be responsible for further developing BNPP AM’s global franchise across European markets, to support the growth strategy of the business.
02/09/2022
They are both based in Seattle.
02/09/2022
The newly created role is part of broader plans to expand the multi-family office's C-suite team to «sustain growth trajectory and explore new service offerings
02/09/2022
Previously Chief Operating Officer (COO) for HSBC in the UK, Emma, who will be based in Jersey, will also join the bank’s Executive Committee in the islands as well as the Europe, Middle East and Africa (EMEA) WPB Executive Committee.
02/08/2022
Based in Hong Kong, Gao reports locally to Hong Kong branch chief executive Alex Ng and functionally to Geneva-based global head of philanthropy services Christoph Courth.
02/08/2022
Simon joins iM Global Partner from Swiss Rock Asset Management, where he was head of sales and client relations.
02/08/2022
His appointment further enhances the Edinburgh office’s investment management and financial planning capabilities.
02/08/2022
She added that she looks forward to supporting the Alliance’s client-centric members and continuing to promote the company’s core value of Placing Families First.
02/08/2022
He will move to Miami from New York City as part of his new role
02/08/2022
Plans to provide clients with access to privately-owned, late stage, high growth innovation companies.
02/08/2022
He takes over the management of customer mandates and is involved as a partner in the expansion of ZWEI Wealth in western Switzerland.
02/08/2022
She worked for Cortefiel Group (Tendam) as Head of Investor Relations, and in the private banking of Morgan Stanley SV SA in Spain.
02/08/2022
The newly created advisory solutions team will sit under the investment services unit in Asia.
02/08/2022
Titan Wealth appoints Group Head of Sales
He will be responsible for managing all business origination and commercial proposition development across the full range of Titan Wealth’s businesses
02/07/2022
abrdn Appoints APAC Head of Institutional Clients
Based in Hong Kong, Tang will report to APAC chief executive Rene Buehlmann.
02/07/2022
J.P. MAM head of Australia funds departs
Head of the funds business for Australia and New Zealand David Hallifax will pursue other opportunities, the asset manager confirmed.
02/07/2022
The IT business in Switzerland has also grown strongly under his leadership, and we have expanded into areas such as cloud and security.
02/07/2022
Rothschild & Co continues UK growth
Alison will work closely with Rothschild & Co’s Global Advisory business, established in Leeds for more than 25 years.