07/05/2022
Before joining Rockefeller, Lee served as Head of Structured Product Sales & Development at Credit Suisse, where she focused on cross-asset investor products, including exchange traded products.
07/04/2022
Experienced illiquid investor takes on new position which will involve covering hedge fund selection and monitoring.
07/04/2022
Fennell reports to Abrdn global head of alternatives Russell Barlow and manages a team of five people.
07/04/2022
He succeeds Ashish Gumashta
07/04/2022
The new hire will take charge of investment processes, including capital market strategy and asset allocation.
07/04/2022
He is responsible for the CIO office’s coverage and capabilities for the North Asia region while representing its views to affluent clients.
07/04/2022
Fund manager ends eight-year stint with Swiss private bank to become senior investment manager at Zurich-based group.
07/04/2022
The internal appointment replaces Renato Piffaretti, who has taken a new position elsewhere.
07/04/2022
ZWEI Wealth strives to recruit the best advisors.
07/04/2022
Evelyn Partners, the leading integrated wealth management and professional services group created from the merger of Tilney and Smith & Williamson, has appointed Nick Reeves as a Partner in its London financial planning team.
07/01/2022
She will partner with Houston President John Hantak on client development, compliance management and office management.
07/01/2022
Fund house announces change in leadership roles as Citywire AAA-rated investor announces plan to retire.
07/01/2022
Jenny joined the business on 27th June 2022, reporting to David Tiller, commercial and propositions director.
07/01/2022
In order to ensure a well-founded handover at the head of the bank, the Thurgau Great Council had already elected Brunner as President in spring 2021.
07/01/2022
Viard will work alongside the firm’s CEO Alain Zell, to support the development of the business.
07/01/2022
Julian and David will oversee that process of continued development.
07/01/2022
After 36 years of commitment to a more sustainable Swiss financial center, Müller has decided to reduce his professional obligations.
07/01/2022
The appointment will be made according to rotation: The 44-year-old will replace Felix Wenger , who has held the position since 2016 and remains a senior partner in McKinsey's Swiss office, as part of the usual rotation.
07/01/2022
The search process for the successor is underway.
07/01/2022
ARC Jersey boss Stephen McMahon becomes CEO of the wealth consultancy, with the firm also making a series of promotions as part of a strategic growth initiative.