06/23/2021
Her established background in wealth management which includes working at Rothschild, Canaccord Genuity and Brewin Dolphin, will be highly relevant as Waverton gains momentum as a thriving business with strong investment credentials.
06/23/2021
Kim Yeoh will be responsible for shaping and executing company’s financial strategy in region
06/23/2021
The two had run a $150m in assets for clients based mostly in Argentina, according to sources familiar with the matter.
06/23/2021
Cresset now manages more than $13 billion in client assets across 10 locations around the nation
06/23/2021
Janney welcomes the nearly 50 years industry experience of The Archer Group.
06/22/2021
intelliflo names first Chief Product Officer and Head of Australia
Kannady joins intelliflo from Envestnet, where he led product design, development and strategy for the firm’s next generation platform and user experience, as well as integrations with other third-party software partners and products.
06/22/2021
He will be responsible for business development and client relationships in Singapore and the South East Asia region.
06/22/2021
Sancus specialises in property bridging and development financing
06/22/2021
Glenn joins from Skadden, Arps, Slate, Meagher & Flom LLP where she was the Assistant Director of Diversity, Equity and Inclusion.
06/22/2021
Ramirez had spent less than eight months at Wells Fargo and has exited after the group announced earlier this year it was closing its offshore wealth management business.
06/21/2021
Previously, she was an executive director at UBS’ M&A team in New York.
06/21/2021
Pictet appoints first female partner in 200-year history
Elif Aktuğ and François Pictet will be the 44th and 45th managing partners in the 216-year history of the firm.
06/21/2021
Credit Suisse snares new debt capital markets boss
“Michael is a proven business builder with deep relationships across key treasury teams in Australia and New Zealand,” Monday’s internal memo said.
06/21/2021
Timothy Lo joins as north Asia vice chairman from Credit Agricole Indosuez.
06/21/2021
Boston Multi Family Office announces promotions
Rachel is dedicated to the administration of a wide portfolio of trusts and companies which include family trusts, trading companies and asset holding structures.
06/21/2021
Lombard Odier Investment Managers bolsters fixed income sustainability expertise with senior Portfolio Manager hire
Erika Wranegard joins in Geneva to manage LOIM’s TargetNetZero Investment Grade Credit Strategies
06/18/2021
Head of Wells Fargo Private Bank announced
Caperton to add to current role as head of WIM’s Banking, Lending, & Trust Center of Excellence
06/18/2021
City National Bank Appoints Head of Private Banking
Veteran advisor led private banking in Los Angeles region
06/18/2021
Bailard appoints industry veteran
Walker brings 22 years of experience serving ultra-high-net-worth families, advocating for financial literacy, diversity and inclusion
06/18/2021
OCBC Bank creates new role to drive and accelerate transformation
These include a fully digitalised loan application and instant approval service, and an enhanced process that enables start-ups to open an account immediately after incorporation.