04/13/2021
The team will leverage LPL’s broker-dealer, corporate registered investment advisor (RIA) and custodial platforms, and the SWS model also delivers ongoing, personalized support for daily operations and long-term business management.
04/13/2021
Global professional services provider announces senior management changes to support its ongoing expansion and to position it strongly for future growth opportunities.
04/13/2021
is experience in both the financial services industry and private wealth management provides a solid foundation for him to be a trusted advisor to CapWealth clients.
04/13/2021
With his profile, he possesses the exact knowledge and skills that CREALOGIX needs in this important phase of its corporate development.
04/13/2021
“Tim has a well-regarded network of advisory and recruitment contacts at both firm and individual level throughout the UK.”
04/13/2021
He will be active in all of Hawksford’s key markets working closely with clients, intermediary partners and stakeholders.
04/13/2021
This realignment will, amongst other benefits, provide an enhanced ability to provide sustainable versions of the strategies as part of the wider focus on sustainability.
04/13/2021
In this role, Rob will be responsible for leading the marketing team and the client experience strategy for GAM.
04/13/2021
Urs Rohner will not stand for re-election and will step down from the board of directors of Credit Suisse Group and Credit Suisse Switzerland.
04/13/2021
Stellar Asset Management, an inheritance tax mitigation and estate planning specialist, has expanded its Business Development (BD) team with four new hires.
04/13/2021
The two wealth managers have left MBaer Merchant Bank
04/13/2021
BNP Paribas lists the takeover of Syngenta by ChemChina, the sale of Bank Sarasin to Bank Jacob Safra (Switzerland), the defense and subsequent sale of Converium to SCOR and the sale of Swiss to Lufthansa.
04/13/2021
Schroders is today proud to announce that its Global Head of Human Resources, Emma Holden, has been appointed to the Advisory Board of a taskforce to boost socio-economic diversity at senior levels in UK financial and professional services.
04/13/2021
Vontobel Replaces Top U.S. Private Banker
She will be joining Vontobel from Deloitte Private Switzerland, where Jacqueline Hess is currently Managing Partner and where she leads multidisciplinary teams of experts advising private and family businesses, entrepreneurs, family offices and high net w
04/12/2021
Wu will be tasked with developing and managing client relationships and raising capital across various investor segments in the two markets including corporate and public funds or institutions, insurance companies and family offices.
04/12/2021
He reports to consumer, private and business banking chief executive Judy Hsu.
04/12/2021
The move was a bid to lend more weight to Credit Suisse
04/12/2021
The exits follow various hires from Credit Suisse in recent years under Claudio de Sanctis, the head of Deutsche's international private bank who joined from Credit Suisse in 2018.
04/12/2021
Tilney Smith & Williamson is now one of the largest wealth managers in the UK and retains its individual client-facing brands, Tilney, Smith & Williamson and Bestinvest.
04/12/2021
Vaghjiani joins a board with immeasurable expertise from across the financial sphere, with names such as Nektarios Liolios, founder of Startupbootcamp Fintech and Vidur Varma, former executive of Citi Gold already sitting as advisors.