10/06/2020
Credit Suisse has a leading wealth management franchise in Asia Pacific, and was most recently ranked the top 2 private bank in the region by industry leading publication Asian Private Banker (“APB”) in its Asia (ex-China onshore) AUM League T
10/06/2020
Mr Vermaas has over 20 years’ experience working within international financial market infrastructure and, prior to that, spent a decade working in IT and program management roles within leading Netherlands based companies Philips and Delta Lloyd Gr
10/06/2020
Mirabaud adds two to investment team
Kisenyi will work alongside portfolio managers Anu Narula and Paul Middleton on Mirabaud’s Sustainable Global equity strategy.
10/06/2020
Prior to that, he was a Sales Director at Framlington Group and has also held senior sales roles at Insight Investment, formerly Rothschild Asset Management, and Kleinwort Benson.
10/05/2020
Vontobel’s presence in Ticino was boosted by its purchases of Finter Bank and Notenstein La Roche in recent years.
10/02/2020
Debbie holds a BA in Politics, Philosophy and Economics from Oxford University.
10/02/2020
The team, which oversaw more than $6 billion of client assets, is expected to join UBS’s private wealth management division aimed at ultrarich clients later this year.
10/02/2020
He will take over from Alisdair Liddle, who has been head of department at Spire for seven years.
10/02/2020
Absolute return specialist takes new post overseeing long/short multi-asset at wealth manager.
10/02/2020
‘Geneva as a financial center and western Switzerland as a region form an important pillar for the expansion of ZWEI Wealth,’ said Patrick Müller, the CEO of ZWEI Wealth.
10/02/2020
Liontrust will gain up to £2m in cash, payable over five years, for the deal.
10/02/2020
The six-year-old fintech is tasking Jean-Daniel Debons, also an ex-UBS private banker, with a hiring push, regional expansion, and strategic development.
10/02/2020
Now he is announcing his retirement, according to a media release from EY Switzerland on Friday.
10/02/2020
UBS Wealth Management has appointed a new North West boss and hired a director for its Manchester office
10/01/2020
Kiki joined Fitzgerald & Law as a Partner in 2013 and will take up her new role on 1 October 2020.
10/01/2020
Mr. Stein will report to Thomas E. Faust Jr., Chairman and Chief Executive Officer of Eaton Vance.
10/01/2020
These appointments reflect Butterfield’s continued expansion within the Channel Islands and its commitment to growing an experienced team of compliance professionals.
10/01/2020
RBC Wealth Management has $414 billion in total client assets with more than 2,000 financial advisors operating in 179 locations in 42 states.
10/01/2020
The Wall Street bank has streamlined operations to include four units, namely investment banking, trading, asset management, and consumer banking and wealth management.
10/01/2020
Dynasty Financial Partners Welcomes Wealth Industry Veteran
Addition of D’Agostino Strengthens Dynasty’s Rapidly Expanding Wealth Management Platform