01/14/2022
He served as a diversity consultant to EisnerAmper, the Food Bank for New York City, and the American Institute of Certified Public Accountants and also held diversity leadership roles at Deutsche Bank, Eisner, and KPMG.
01/14/2022
Tan has nearly three decades of banking experience with a focus on back-office capabilities.
01/14/2022
Brad Radin and associates join Nicola Wealth in Toronto with a focus on the management of publicly traded International Equities
01/14/2022
UK wealth manager appoints new CEO
Brown Shipley has recorded sustained growth; the firm currently counts 360 staff in eight UK offices, managing some £10 billion in client assets.
01/14/2022
McCann is both a veteran of the U.S. wealth management industry as well as a key person in UBS' post-crisis revival: the Swiss bank was on the brink of selling its American brokerage arm – and then tasked McCann with fixing it.
01/14/2022
A 17-year legal veteran of the Swiss bank responsible for contentious regulatory and complex investigatory work is exiting.
01/13/2022
A partner at the firm since 2014, Charles has more than 20 years’ experience in financial services
01/13/2022
The appointment comes as the Bank reports a strong 2021, with cash deposits growing 29% last year.
01/13/2022
Tucker, who previously worked as a managing director at Nomura, will become a managing director.
01/13/2022
Michael Bishop to lead the next phase of development
01/13/2022
Announcing some changes to our group-wide leadership team that promotes internal talent and enables us to better meet the evolving needs of our clients.
01/13/2022
Dr. Okoro is currently Senior Vice President and World Bank Group General Counsel, and Vice President for Compliance at the World Bank, and will join the Group in early-April 2022.
01/13/2022
The new hire worked in sustainability research for more than 20 years.
01/12/2022
Both report to APAC regional head of IWS Stefan Lecher while Wong has an additional functional reporting line to global head of UHNW solutions group Patrick Boumalham.
01/12/2022
Accuro expands Jersey office
They are both industry professionals of the highest calibre and they bring extensive experience in managing diverse and complex assets, working closely with client families and their advisors.
01/12/2022
Prior to joining Rockefeller in 2019, Clark was Managing Director and Director of Sustainable and Impact Investing at Glenmede, instrumental in launching and building its business.
01/12/2022
She started her career in the consumer banking division of the bank and rotated through various functions such as product management, strategy planning and frontline sales.
01/12/2022
Credit Suisse head assumes private wealth role at KKR
Jacqueline Zhuang joined KKR as head of private wealth for Southeast Asia and director of its client and partner group in December.
01/12/2022
David Myrddin-Evans, who will remain with the firm, has been succeeded as head of the firm's Cardiff office by Geraint Hampson-Jones
01/12/2022
It is signed by David Miller, who is head of capital markets and advisory in the wider investment bank, which he briefly represented in top management until a revamp in 2020.