08/05/2025
According to a LinkedIn post on Sunday, Roger Frey took up his new position as Chief Investment Officer (CIO) and Head of Asset Management at Sigma Bank in Vaduz at the beginning of August.
08/04/2025
Throughout his 23 years at Aberdeen, Martin held several leadership roles, including Investment Operations Director.
08/04/2025
William has relinquished his responsibilities within the Group and his successor will be announced in the coming weeks.
08/04/2025
Based in Hong Kong, he will join later in the year and report to global head of GAM Ashu Khullar as well as Jan Metzger, head of investment banking for JANA and South Asia.
08/04/2025
He brings proven expertise in the field of compliance as well as many years of experience in the financial industry.
08/04/2025
The hires include EFG Harris Allday 25-year veteran Mark Burnett.
08/04/2025
Sanderson brings extensive and diverse expertise to SimCorp, refined over a distinguished career spanning key leadership roles in the financial industry.
08/04/2025
She will succeed Aymeric Converset, who has led Dynagest since April 2023 and has decided to pursue a new professional challenge.
08/01/2025
Truist Wealth adds 6 new advisors across the state
08/01/2025
Paras Anand departs the business around three years after joining from Fidelity International.
08/01/2025
Nomura’s International Wealth Management division has hired two executives to grow its Hong Kong and Singapore business.
08/01/2025
She also served on the board of the Private Wealth Management Association and was named among the Top 50 Most Influential Private Banking Executives in Asia.
08/01/2025
Lo has 24 years of banking experience, having joined HSBC in 2011
08/01/2025
This appointment will be effective 1 September 2025 and is subject to the approval of regulatory authorities.
07/31/2025
He will be based in London and will report directly to Group Chief Executive, Bill Winters and become a member of the Group’s Management Team.
07/31/2025
Based in Hong Kong, Tang will focus on delivering holistic wealth planning solutions to the firm’s clients in the region.
07/31/2025
Amy Sliwinski Will Lead Global Talent and Culture to Power Company’s Strategic Growth
07/30/2025
Jason Perlioni will lead the investment committee at the $3 billion Cherry Creek Family Offices.
07/30/2025
Cristina Jaeger is focusing on Her Financial Freedom, a platform she founded to educate women about finance.
07/30/2025
Laurence Jackson joins as a private banker six years after leaving Coutts.