10/01/2021
The board welcomes David to the chairman role and believes that having worked with him closely over recent months he, along with the other recent appointments, creates a board with the skills, experience and capabilities
10/01/2021
Investec Wealth & Investment has hired Neil Turner to its Liverpool office as an investment director.
10/01/2021
She also supports Richard Thomas, the UK Regional Manager and CEO of the British EFG subsidiary, in the operational management of the company.
10/01/2021
Yvan Wicht was global head of wealth investment advisory for the Middle East & Africa, based in Geneva.
10/01/2021
He has a bachelor's degree in business administration
10/01/2021
Effective October 1, 2021
10/01/2021
Assuming responsibility for the further development of Julius Baer’s Middle East and Africa business out of Geneva.
10/01/2021
Shareholders also elected him as a new member of the Compensation Committee as proposed by the Board of Directors.
10/01/2021
The new hire will oversee discretionary portfolio management and advisory services at the Swiss bank.
10/01/2021
The legal specialist joins from Goldman Sachs Switzerland.
09/30/2021
This is another major step in strengthening our presence and activities in both the UAE and the Middle East
09/30/2021
He joined Charles Stanley after graduating from Exeter University and progressed from a trainee investment adviser to a chartered wealth manager.
09/30/2021
Spanning a Range of Business Models, Newly Added Financial Advisors Join Kingswood U.S. for Greater Flexibility, Enhanced Technology and Robust Succession Planning
09/29/2021
He will help drive the growth of Alvarium’s platform across Asia-Pacific with a particular focus on developing the platform in both Singapore and Australia, together with providing more holistic family office services to Asian entrepreneurs, familie
09/29/2021
The 56-year-old German native remains a senior adviser to UBS, though on a more global scale than previously.
09/29/2021
Shepler brings over 25 years of investment and wealth management experience to Fiduciary Trust.
09/29/2021
Heather Sonnet launched Brewin Dolphin’s Cambridge office in 2016.
09/28/2021
WM and PB consulting firm opens new Geneva office and hires directors
Anja de Troyer will be based in Geneva while Niall Buggy will be in London.
09/28/2021
He joins from Berlin-based neobank N26
09/28/2021
David Thomas has joined from Goldman Sachs Asset Management (GSAM) as Fiduciary Management Business Development Director.