10/28/2025
He joins Quilter Cheviot from Rathbones where he was head of business development for its Greenbank sustainable investment arm and previously led its private client and charity growth strategy.
10/28/2025
In September, Kah Yi Chung joined as Head of Private and Alternative Investments Asia, bringing 20 years of experience from HSBC and other global firms.
10/28/2025
He brings significant expertise in fiduciary investment oversight and the management of complex trust structures, along with a strong understanding of private client needs across multiple jurisdictions.
10/28/2025
The dual role will be shared between two experienced managers.
10/28/2025
With his many years of experience in providing comprehensive private client services, he will also assume the role of Head of Private Client Advisory.
10/28/2025
Deutsche Bank has appointed a new head of Brazil for its emerging markets private bank, effective November 1.
10/27/2025
The German bank has named its replacement for Cedric Ko.
10/27/2025
After 23 years at the French bank, the discretionary portfolio management specialist is joining the non-profit sector.
10/27/2025
The company aims to build long-term relationships with clients
10/27/2025
Based in Singapore, she reports to Dora Seow, CEO, Natixis IM Singapore.
10/27/2025
He is a South African Chartered Accountant and a holder of the IoD Diploma in Company Direction.
10/27/2025
She is widely recognised for her deep expertise in trust and estate planning, compliance and risk management, as well as her strong ability to enhance operational procedures and drive efficiencies in reporting and client servicing.
10/24/2025
Sukaina Karim-Hussein has been appointed director, Financial Planning, while Hector Millar has become associate director, Chartered Financial Planner.
10/24/2025
He will be based in New York City, where he will play a lead role in serving ultra-high-net-worth and multi-national families, along with building Certuity’s institutional platform.
10/24/2025
Melanie Beyeler assumes the role of global head of sustainable investing, alongside her position as a fund manager.
10/24/2025
Chief financial officer Daniel Calado has stepped into the role of CEO on an interim basis.
10/24/2025
He previously spent four years at GAM as group head of sales and distribution, having joined from Man Group's Sydney office before relocating to Asia and then London.
10/24/2025
HSBC was reducing staff numbers at its China digital wealth business - called Pinnacle - by nearly half, or about 900 people, Reuters reported in February, citing two sources.
10/24/2025
Lukas Gähwiler decides to retire after 45-year career in financial services; will not stand for re-election to UBS Group AG Board of Directors.
10/24/2025
This appointment forms part of Crowe Ireland’s ongoing strategy to invest in its tax practice and build specialist teams to meet the evolving needs of clients and the market.