02/01/2022
Smith has over 30 years of experience in providing an array of wealth management services to high net worth individuals and families, and he also has deep expertise in structuring customized insurance solutions.
02/01/2022
Peltz and Trian CIO Ed Garden have now joined Janus’s board.
02/01/2022
Wilson takes over from John James
01/31/2022
He hung on to the stock for years, then sold it for more than $500 million last year, the most since it was first issued in 2016.
01/31/2022
Deputy Moakes, who is Chair of the Financial Services Forum and also the financial lead for the Committee for Economic Development, is known for his support of the green/blue economy and sustainable finance.
01/28/2022
UBS appoints GM of Asset Management Taiwan
Before joining UBS Asset Management, she worked at Legg Mason Investment Advisory as General Manager, responsible for the company's operations management.
01/28/2022
He has been Deputy Secretary General since July 2014.
01/28/2022
An industry veteran says goodbye
After 30 years of service to the Entris companies, Jürg Gutzwiller will take regular retirement at the end of September 2022.
01/28/2022
Robin joined the Nottingham office as an investment manager when it was established in 2008.
01/28/2022
The move reflects Cuomo’s growing stature as a leading figure for Julius Baer’s Latin America business.
01/27/2022
HSBC Bolsters Wealth Unit With Bank of Singapore Hire
He will be tasked with the development of capital market products and platforms across the bank’s wealth segments as well as online trading offering.
01/27/2022
UBP Nets Ex-CCB Banker for Greater China Market
Based in Singapore, Suen will be tasked with strengthening the bank’s Greater China client coverage and providing bespoke advisory for the market’s ultra-high net worth clients.
01/27/2022
Schroders Personal Wealth strengthens leadership team
He will work closely with the business development and client engagement teams to drive marketing initiatives and growth strategies.
01/27/2022
PIMFA boosts board
Nick sits on a number of Redmayne Bentley’s key control committees and is a member of the Main and Executive Boards where he is central to Redmayne Bentley’s business strategy and development.
01/27/2022
SJP managing director Gascoigne to step down
He has been an executive at the firm for more than 30 years
01/27/2022
Standard Chartered Nets Ex-Credit Suisse Sustainability Chief
Highly experienced CSO will lead team combining Group sustainability strategy and client solutions
01/26/2022
Quilter Cheviot's David Miller brings four-decade career in wealth management to a close
Joined Cheviot Asset Management in 2007
01/26/2022
Forum Finance appoints new partner from Reyl
He will initially be based in Geneva and will head up Forum Finance's Dubai office
01/26/2022
Five senior promotions for Credit Suisse team
Nick Kearns and Laura Quertier in the Global External Asset Manager department have been promoted to Director and Assistant Vice President, respectively.
01/26/2022
Fisch Asset Management expands Executive Committee
Chairman of the Board, Dr Pius Fisch, commented: “I am delighted that with this forward-looking solution we can ensure that Fisch will continue to be a successful, independent company for the benefit of all stakeholders.”