11/19/2021
De Givry has over 25 years of banking experience, mainly in project and structured finance, across various regions with a focus on the energy, natural resources and industries sectors.
11/19/2021
UBS has 26 staff in its emerging market and Asia-Pacific fixed-income team and it is looking to replace the departing managers with four new hires.
11/19/2021
National advice firm Independent Wealth Planners has hired a managing director and a marketing director, both newly created roles at the business.
11/19/2021
Brewin Dolphin’s Newcastle financial planning team has grown, with Sam the third addition in as many months, as the office sees a rising demand for financial advice.
11/19/2021
Wealth management firm Brewin Dolphin has expanded its Glasgow team with 14 appointments and promotions across its financial planning and investment divisions.
11/18/2021
Martin has been with CBAM for sixteen years, the last thirteen of which as Chief Executive.
11/18/2021
In her new role, she will be is responsible for leading the strategic expansion of the proposition and driving growth for Mercer FundWatch in established markets like Singapore and Hong Kong, as well as in new markets such as Taiwan.
11/18/2021
Shafer will also chair the firm’s Emea distribution executive committee.
11/18/2021
«[The appointment] provides a solid foundation to continue to transform and exponentially grow our insurance franchise as we aim to scale up our wealth capabilities globally, particularly in the Greater Bay Area, mainland China, ASEAN and India,&
11/18/2021
SZKB private banking manager pursued internal leadership program.
11/17/2021
She brings an international background in fund distribution and management and in business development
11/17/2021
Chohan takes responsibility for research and investment strategy for Quilter Cheviot’s AIM portfolio service
11/17/2021
As of November 1, Rockefeller managed more than $85 billion in client assets across its three business segments
11/17/2021
He had informed the bank earlier this year of his departure after 14 years with the bank.
11/17/2021
Warakirri Asset Management has announced the appointment of a head of private wealth.
11/17/2021
He will also drive the company's culture, values, and behaviour, while building up a high performing team passionate about catalysing scalable sustainable solutions.
11/16/2021
Based in Singapore, Eugster will continue reporting to Philippines market group head Marcus Slöör.
11/16/2021
Kevin Mayo CFP®, MBA promoted to Managing Director of Falcon Wealth’s Ontario Headquarters
11/16/2021
The sovereign wealth fund has increasingly turned its gaze toward tech investments of late, particularly the growing digital assets sector.
11/16/2021
Pensexpert has promoted Alan Mastria as the new head of the Northwestern Switzerland region on November 1st.