07/27/2022
The scheme gives financial advisers approaching retirement an opportunity to migrate their clients to a new, long-term home with a high-quality wealth management proposition.
07/26/2022
He spent 22 years with the German lender
07/26/2022
Carson taps former LPL market strategist to advance its investment platform and research capabilities.
07/26/2022
The independent broker-dealer and RIA confirmed that Butnaru joined this week after spending the previous 10 years as chief executive officer of Boreal Capital Management’s business in Miami.
07/26/2022
He joined Butterfield’s Board in 2018.
07/26/2022
Sambamurthy is a 34-year Citi veteran returning from his sabbatical following his most recent role as head of international personal banking (IPB) where he helped integrate the bank’s global non-resident Indian business with the Singapore unit.
07/26/2022
He also managed the European business at the Swiss branch.
07/26/2022
She will be responsible for the management of clients’ investments as well as providing broader wealth management advice to new and existing clients in Scotland.
07/26/2022
It is also the latest in a string of exits of long-standing senior UniCredit executives in recent weeks.
07/25/2022
Promotions were made across 18 jurisdictional teams
07/25/2022
Previously, he was also an alternatives specialist at Blackrock and head of alternate investments Hong Kong at HSBC Private Banking.
07/25/2022
Based in Paris, she reports to Pierre Masclet, Deputy Chief Executive Officer of Indosuez Wealth Management.
07/22/2022
Rob works with ultra-high-net-worth families, business owners, corporate executives
07/22/2022
Luc Renard has been named head of Southeast Asia at BNP Paribas Securities Services, according to a statement, effective immediately.
07/22/2022
This is an important indicator that charities are benefitting from UK donors and can continue to do good work in communities around the world as a result.
07/22/2022
The lead brokers of the T&G team—Melissa Transier and Chris W. Green—had joined Merrill in 2009 from Citigroup Global Markets, according to their Brokercheck reports.
07/22/2022
He is a specialist in fixed income and foreign exchange.
07/22/2022
He will take the place of Isabella Pedrazzini on the management committee.
07/21/2022
The Private Wealth Management firm Chase Buchanan has recently appointed ex Standard Life, Paul Lanigan as Head of Global Sales, reporting to Group CEO Lee Eldridge.
07/21/2022
The Board wishes to thank Peter Fanconi for his great success in substantially accelerating the bank’s growth momentum and executing the bank’s strategic plans.