09/30/2020
BNY Mellon Wealth Management Names Head of Client Strategy and Business Development
Matt joins BNY Mellon Wealth Management from Northern Trust where he was a Senior Wealth Strategist, focused on providing wealth structuring advice to the firm's ultra-high-net-worth clients and prospects.
09/30/2020
He has experience at Credit Suisse, Bank Julius Baer and Sarasin & Cie.
09/29/2020
His history in leading other IFA practices as well as nine years at Threesixty will be invaluable to us.”
09/29/2020
They replace Thomas Reutter, who is leaving the firm.
09/29/2020
International law firm hires former UK attorney general
Mr Cox will work closely with the firm to enhance its advice to both its private and overseas government clients on international commercial litigation, fraud disputes, international arbitrations (both investment treaty and commercial) and public internat
09/29/2020
Regional law firm grows Private Client team
She advises clients on a wide range of issues including private wealth, inheritance, wills and probate, lasting powers of attorney and Court of Protection cases.
09/29/2020
Welcoming the new appointment
09/29/2020
German AM poaches digital WM founder and expands into Switzerland
Aaron Scott is the new head of strategy and ESG.
09/29/2020
Bart will begin his four-year term in May 2021, taking over from Christopher Page, who has been Senior Partner for the past eight years.
09/29/2020
It announced the news with a fundraising round, in which Spicehaus Partners also invested.
09/29/2020
Based in Zurich, he intends to build out the bank’s franchise with ultra-high-net-worth individuals and family offices.
09/29/2020
Envestnet appoints Co-Chief Investment Officer
Her hiring comes two months after Dani Fava, formerly with TD Ameritrade, was named the firm's head of strategic development.
09/28/2020
Northern Trust Adds Relationship Management and Client Service Leaders
Appointments Support Business Growth, Expand Local Service and Solutions Expertise
09/28/2020
She replaces Sébastien Mérillat, who has held the position on an interim basis since Andreas Amschwand left the bank, as announced in July.
09/28/2020
WBD welcomes new private wealth partner in Bristol
James also has a strong international practice advising non-UK domiciled individuals, particularly on US/UK estate planning and tax related matters.
09/28/2020
SLA's global distribution head Fleming to leave firm
Following a 'leadership review'
09/28/2020
Hawksford makes three senior appointments to its global team
Hawksford is immersed in some of world’s most dynamic and exciting markets
09/25/2020
Mr. Henton was previously a member of the Board of Equity Bridge PCC Limited, Northill Global Strategies SPC, Louvre Group Limited and Settlements SA.
09/25/2020
His role on the investment committee would focus on impact investing and ESG.
09/25/2020
Betsy brings a wealth of knowledge and experience to the White Oaks Team and clients.