03/03/2021
“Our three new Partners and two new Managing Directors have demonstrated their commitment to the values of our firm, through the excellence of their work, their integrity and their constant client focus.”
03/02/2021
Lane has also served as co-head of Goldman’s consumer and investment management division among other leadership roles.
03/02/2021
Coleman joins from financial technology firm Wealth Wizards, where he helped the business develop its technology to support automated advice solutions for advisers across both retail and workplace financial planning.
03/02/2021
UBS Wealth Management is pleased to announce promotions for Marc Nightingale and Brendan Monks.
03/02/2021
Simon has a down to earth approach and always aims to give clients peace of mind along with offering clear and pragmatic solutions.
03/02/2021
They will be based in Delhi and Mumbai, respectively.
03/02/2021
Suveer Modi joins as senior relationship manager, Private Banking India Onshore. Based out of Delhi, he will be directly reporting to Matta, and will significantly enhance the bank’s coverage in North India.
03/02/2021
Brown Shipley, a Quintet Private Bank, has promoted Rebecca Williams to Head of Wealth Planning, with immediate effect.
03/01/2021
UBP EAM head joins Zurich IAM
Markus von Holzen played an important role in building the EAM business of Union Banque Privée in Zurich.
03/01/2021
He was also an original member of the Group’s Management Board. Through his leadership, the firm successfully integrated several businesses and sectors, cementing the UK as a major focal point for the Group.
03/01/2021
Private wealth specialist joins Ogier in Guernsey as partner
Ogier's award-winning Private Wealth team is expanding globally and we are delighted that Catherine has rejoined us in Guernsey, bringing with her considerable expertise in dealing with complex contentious and non-contentious trust matters.
03/01/2021
Former Brewin Dolphin CEO joins Multrees as chairman
The firm has ambitious growth targets and plans to double its client base within the next five years.
03/01/2021
Also working in Bern is Jürg Legler, who joined Bordier in October.
03/01/2021
Also working in Bern is Jürg Legler, who joined Bordier in October.
02/26/2021
Winters was named group chief for Standard Chartered in 2015 and will celebrate his sixth full year with the bank in June this year.
02/26/2021
“SPACs are a key component of the continued convergence of the public and private capital markets and Bryan and Eric are a veteran team that share our focus of adding long-term value for clients.
02/26/2021
Head of urban investment group to assume new post which will include leading commercial and advisory solutions.
02/25/2021
Appointment of Globally Recognized Industry Leader Further Advances Wealth Enhancement Group's Strategy of Investing in Executive Talent and Technology to Drive Accelerated National Growth
02/25/2021
The firm has been busy deepening its talent pool to serve this market
02/25/2021
Banque Bonhôte has hired Thomas Spycher as a private client manager.