07/08/2025
Washington Trust Wealth Management offers a unique client-focused approach to holistic wealth management including customized financial planning, broad investment management capabilities, and full trust services.
07/08/2025
This appointment demonstrates the Bank’s commitment to strengthening its strategic positioning with independent asset managers, a rapidly growing segment in both Switzerland and the rest of the world.
07/08/2025
Based in Luxembourg, she will head up Mirabaud Group’s European Wealth Management business.
07/08/2025
Michael Haupt has joined The Valeur Group within institutional sales and client solutions.
07/08/2025
With over 27 years of experience in the financial industry, Castillero brings a wealth of knowledge to the position.
07/08/2025
She has a wealth of experience in financial services
07/07/2025
Konstantin Giantiroglou, who previously worked for UBS and Credit Suisse, is the latest of a series of Swiss hires.
07/07/2025
Perry Beard joins from Alliance Bernstein alongside internal promotion Jacob Cullen.
07/07/2025
Stefan Bollinger does not hesitate for long.
07/07/2025
The company has been owned by a Swiss Life AM infrastructure fund for about a year.
07/07/2025
The promotions span across Private Wealth, Funds, Corporate Services, and Business Management teams, reflecting the strength and growth of the business in multiple jurisdictions and areas.
07/07/2025
Khaled El Dabag and Walid Mezher will spearhead the development and execution of Barclays’ business strategy in the region
07/04/2025
The hire comes as UBS GWM reshuffles its FIM business and makes internal appointments.
07/04/2025
The Stern family returns to Frankfurt after two centuries while Krebs joins J. Stern & Co. from Mandarine Gestion.
07/04/2025
Johnson will also be part of the Brown Shipley Executive Committee.
07/04/2025
A seasoned finance executive who brings over 25 years of experience in wealth management technology and financial services.
07/04/2025
The exit comes amid a recent reshuffle of the firm's global distribution team.
07/04/2025
Nick Manduca brings 15 years of investment experience to his new role.
07/04/2025
In the coming months, Performance Watcher plans to launch a new generation of the platform, improve integration with PMS systems, and introduce a certification model to highlight best practices in asset management.
07/04/2025
The high-net-worth advice firm has announced that it has promoted financial adviser and former professional cricketer Peter Nevill to partner.