07/10/2019
Seventy2 Capital Wealth Management Continues Expansion with Addition of Morgan Stanley Advisor
James joins Seventy2 Capital Wealth Management after five years as a Financial Advisor at Morgan Stanley.
07/10/2019
James joins Seventy2 Capital Wealth Management after five years as a Financial Advisor at Morgan Stanley.
07/10/2019
Your daily roundup of the latest fund launches, manager moves and strategy shifts.
07/10/2019
Burns had been supplanted last year by American executive Dana Ritzcovan, who won the unit's top HR job when UBS' private bank merged with its U.S. brokerage.
07/10/2019
Prior to this new role, Liew was the EY Asean Regional Markets Leader for EY and before that, the EY Asean Financial Services Organization Leader, working with a number of the most significant financial services institutions across Southeast Asia.
07/10/2019
Prior to that, she worked at Caixa Manresa, where during her over 12 years' tenure, she held a wide range of roles ranging from commercial to management ones.
07/10/2019
Before being appointed to lead the private wealth segment in Guernsey, he held the position of Client Services Director and led a dedicated team of private wealth practitioners specialising in asset protection and estate structuring for ultra-high-net-wor
07/10/2019
Fraser, who has strong experience in trusts, wills and estates, family funds and foundation companies - and is qualified in both the Cayman Islands and BVI - has a particular focus on Latin American clients.
07/10/2019
As part of his new responsibilities he will move to Liechtenstein and will also join board of directors.
07/10/2019
The joint advice venture between Lloyds and Schroders has hired Dena Brumpton, the former chief executive of Barclays wealth arm to its board
07/10/2019
At responsAbility, Stephanie Bilo joins the management team, where she is responsible for sales, product development and management, as well as marketing.
07/10/2019
Müller has worked at Salmann since 2008.
07/10/2019
Forbes estimated the Newhouse family’s net worth at $18.5 billion in 2016, making it the country’s 11th-richest
07/10/2019
Prior to that, she spent time in a variety of roles at UBS, JP Morgan and Morgan Stanley, including stints as executive director and vice president.
07/09/2019
The Iberian branch has also been bolstered with four appointments.
07/09/2019
After a 25 year career with with the Swiss giant, including as CEO UBS Australasia for the past 11 years and as joint global head of investment banking for three years, Mr Grounds has decided to make his exit, the bank said in a memo.
07/09/2019
He will report to Satoshi Nishimoto, Managing Director and Co-Head of Institutional Sales & Marketing Division, Pensions.
07/09/2019
To further strengthen and grow ZEDRA Switzerland, Giovanni La Forgia has been appointed Commercial Director for Switzerland.
07/09/2019
He will bring together and provide oversight of those in wealth planning and financial planning roles and build out the teams in the UK and EMEA.
07/09/2019
Paul Arni has long-standing banking and management experience
07/09/2019
Together, they will provide cash and treasury management products and services related to residential and commercial mortgage servicers and originators as well as lender-controlled structures, commercial real estate owners/operators, hedge funds and priva