07/31/2019
At Dolfin, Webb will report to Amir Nabi, Dolfin’s Chief Operating Officer, and be responsible for driving the firm’s technology offering and completing the build of its end-to-end wealth management platform.
07/31/2019
He has worked as a portfolio manager and senior private banking consultant in a German bank.
07/31/2019
Our Wealth and Platform Director, Mike Morrow, said: “We are moving forward and enhancing our capabilities and support to our advisers after carefully considering the changes.
07/31/2019
The position will be based in Geneva.
07/30/2019
He succeeded Kath Cates who served as senior independent non-executive director since March 2017.
07/30/2019
In his role as Head of Intermediaries, his focus will be on Asian EAMs to support VP Bank’s growth aspi-ration in the region.
07/30/2019
Curt joins Citi from JP Morgan Asset Management in New York, bringing with him over 20 years of experience in financial markets.
07/30/2019
As deputy CIO Americas, Marcelli will answer to Mike Ryan, who heads the North America division and frequently appears on TV and at conferences to address how trade disputes and other macro economic factors may impact clients’ portfolios.
07/30/2019
In his new role, his focus will be on Asian external asset managers to support VP Bank’s growth aspiration in the region.
07/30/2019
Hugh Scott-Barrett will step down from his current role as Chairman of the Board of Directors
07/30/2019
Webb has successfully built and managed hedge fund technology platforms for the likes of Rokos Capital Management and COMAC Capital as Head of Enterprise Technology and Chief Technology Officer respectively.
07/30/2019
Zouiten and Steeden will oversee the development of a team that will manage liability-aware
07/29/2019
“Mark and Rick are accomplished wealth managers who share First Republic’s commitment to delivering exceptional client service,” said Bob Thornton, President of First Republic Private Wealth Management.
07/26/2019
It's believed Knox, who spent 23 years at the Swiss bank and has been CEO since 2015, will announce his resignation in the coming days.
07/26/2019
Schmid spent less than 18 months at the Frankfurt-based bank, which has authorized a ramp-up of its wealth activities including aggressively poaching.
07/26/2019
Samantha brings with her a wealth of experience, including dealing with cases involving complex asset and property portfolios.
07/26/2019
The appointment comes in line with the firm's business development in Spain, with a focus on the segments of high net worth and ultra-high net worth individuals.
07/26/2019
The Geneva-headquartered group has strengthened its management capabilities with the arrival of a three new fund managers.
07/25/2019
Nordea wealth unit has reversed 15 months of net outflows
07/25/2019
A Spanish-born lawyer, Bujanda spent over 25 years working catering to high net worth and ultra-high net worth clients across the finance industry and extensive knowledge of the PPLI industry.