06/09/2022
He joins the firm’s professional services business from EY where he was an Associate Partner who led the Manchester Private Equity Transaction Tax Team and was part of the wider national Mid-Market group.
06/09/2022
Tasked with expanding the firm’s sustainable discretionary fund management (DFM) business
06/08/2022
Henry Lee Joins as Head of Asia for Ares Wealth Management Solutions to Oversee Retail Product Development, Distribution and Strategic Distribution Partnerships Across the Region
06/08/2022
She has been with Credit Suisse since 2006 and leading the China asset management business since 2014.
06/08/2022
Three new units will form the core structure of the behemoth technology firm.
06/08/2022
SCB Julius Baer hired five private bankers for its Thailand joint venture
06/08/2022
Lowcock previously spent nine years at digital investment service Bestinvest, which is now part of Tilney Smith & Williamson.
06/08/2022
He will start on 1 September and report to global head of distribution Jeremy Roberts.
06/08/2022
Garvey joins the firm as a senior fixed income portfolio manager, reporting to head of fixed income for public markets Fraser Lundie.
06/08/2022
Long-running Schroders chief executive and chair Michael Dobson is to head the board at property group Berkeley.
06/07/2022
Gerard brings with him extensive international experience in providing fiduciary solutions for families in North America, the UK, the Middle East and Asia.
06/07/2022
She gave the delegates an insight about how soon after the pandemic hit there had been a major evolution in demand to take in a broader set of motivations than ever witnessed before.
06/07/2022
Based in Singapore, he reports to APAC head of IWS Stefan Lecher and Singapore head of wealth and personal banking Anurag Mathur.
06/07/2022
Cataldi previously worked at UBS Wealth Management as executive director and was responsible for business development for this segment of the market with a focus on French-speaking Switzerland.
06/07/2022
Last month saw key entrances and exits at wealth and fund management firms.
06/06/2022
Previously, she also worked at Barclays Wealth and Investment Management, Credit Suisse and Commerzbank in senior structured product-related roles.
06/06/2022
She will lead the delivery of the firm’s sustainability and ESG commitments
06/05/2022
Prior to joining Pictet, he was a senior economist at Credit Agricole.
06/03/2022
The alternatives giant has made three senior hires in Switzerland, Italy and the UK.
06/03/2022
The asset manager, which specialises in private markets, has CHF 2bn in assets under management.