07/08/2021
Mr. Miller joins Evercore from BNY Mellon Wealth Management, where he worked as a national wealth strategist, advising clients on tax, trusts and estates, charitable planning and family governance.
07/08/2021
Each of these lawyers have demonstrated expertise
07/08/2021
Gumbs will succeed Adam Amsterdam
07/07/2021
This is Arnaud Petit, associate director since 2016.
07/07/2021
The new appointments bring the firm’s total national adviser base to 91.
07/07/2021
Matthew Wiles departed ASI in May
07/07/2021
The team will also drive the firm’s people-focused initiatives, including Diversity, Equity & Inclusion, as part of its ambition to embed a sustainability culture across the business.
07/07/2021
The moves signal our commitment to develop local talent, provide opportunities for personal and professional growth across our global network
07/06/2021
She joins Barclays from UBS Singapore where she was a Market Team Head responsible for running the UHNW Singapore business.
07/06/2021
Currently based in Hong Kong, Steven will relocate to Paris after the appointment of his successor in APAC.
07/06/2021
Based in Hong Kong, Cheung reports to Mathew Kathayanat, head of product and strategy, Asia Pacific
07/06/2021
The Sustainability Centre brings together and coordinates all sustainability activities at Van Lanschot Kempen.
07/06/2021
The appointments come on the heels of two other senior moves
07/06/2021
Nathalie has been recruited as part of ongoing growth for Contemi and its’ focus on rapidly expanding its Europe and Asia customer-base.
07/06/2021
He brings more than 25 years of investment banking and sponsor coverage experience to Rothschild & Co
07/06/2021
The German lender is poaching a team of five UBS private bankers, the latest in a series of hires from bigger rivals as it seeks a bigger chunk of the wealth management market.
07/05/2021
Low joined Credit Suisse 25 years ago and was most recently a team leader after being promoted from senior client partner.
07/05/2021
Technology is and will increasingly be a key success factor in financial services
07/05/2021
Maratos has more than 20 years of experience in wealth management, both in Switzerland and the U.K.
07/05/2021
Blum will exit on 21 January 2022 after 19 years on the board of directors.