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.
07/01/2022
The independent asset manager has over CHF 3bn in assets under management.
07/01/2022
We’re welcoming Scott Lee as a Partner in our award-winning Wealth Management & Private Banking Practice
06/30/2022
He will also join the Advisory Board of Pictet Wealth Management Iberia.
06/30/2022
As a result, the organisation’s board has expanded from 14 to 15 members.
06/30/2022
She joins from Swisscard, where she was a member of the executive board.
06/30/2022
Neil Alexander's LinkedIn profile was updated to 'taking a break,' and lists him as 'self-employed'.
06/30/2022
Wolfgram was most recently a managing director at Truist with responsibility for the firm’s internet and digital media investment banking.
06/30/2022
He will support fellow partner Aidan Butler and the team who are successfully growing our presence in the region
06/29/2022
Subject to regulatory approval, Castello becomes the regional head of private banking for EMEA, CEO of the Swiss private bank, and country head for Switzerland starting in July.