07/29/2021
Frontier appoints family office expert
Frontier said her family office background would be useful as the firm looked to expand into other areas such as endowment, wealth management and family office.
07/29/2021
Kleinwort Hambros has made a number of senior appointments to its group and Channel Islands’ business.
07/29/2021
He joins Sionic from his former role as Investment Management Director in the Wealth & Asset Management Practice at accountancy firm KPMG.
07/29/2021
Prior to that, she held positions at Morgan Stanley and E.L. and C. Baillieu Limited and Thornton Group.
07/29/2021
Stromberg would also step down as his roles as chair of the board and chair of the firm’s management committee but would serve on the board as a non-executive chair.
07/29/2021
Private banking veteran named Leno Trust MD
Dianne Bingham steps down but remains on the board
07/29/2021
His appointment comes as ZEDRA anticipates triple digit revenue growth in 2021 and plans to capitalise on the UK’s growing levels of wealth.
07/28/2021
Industry-Renowned Wealth Team Joins Old National
The executive trio spent the past decade overseeing Abbot Downing, a Wells Fargo business centered on ultra-high-net-worth clients, which Steiner spearheaded and led since its inception in 2011
07/28/2021
Avaloq unveils new Asia-Pacific direction with senior promotions
Gery Dachlan has been appointed as Managing Director for South Asia and Australia, while Pascal Wengi has been appointed as Managing Director for the North Asia region.
07/28/2021
Seba Bank Appoints Asia CEO
This appointment demonstrates SEBA Bank’s commitment to strengthening its status as a leader in the provision of digital asset banking services in Asia.
07/28/2021
Sanlam Wealth CEO departs
White will be will be replaced by Jonathan Polin.
07/28/2021
Mr. Hay's experience in the infrastructure investment space is extensive.
07/28/2021
IQ-EQ announces Guernsey promotions
11 internal promotions in its Guernsey business
07/27/2021
Credit Suisse Group appoints David Wildermuth as Chief Risk Officer and a member of the Executive Board
He is a 34-year banking veteran, bringing extensive experience in risk management and in-depth knowledge of the financial services industry.
07/27/2021
AdvisorEngine Hires Chief Information Officer
Industry veteran joins in a newly created role focused on helping wealth management firms harness data across CRM and portfolio management to deliver personalization at scale
07/27/2021
BNY Mellon Wealth Management Names A National Director of Portfolio Management
He is based in Boston.
07/27/2021
Joseph Pinto and Christophe Lanne will both continue to report to Tim Ryan, member of Natixis’ senior management committee and global CEO of Asset and Wealth Management within Groupe BPCE’s Global Financial Services division.
07/27/2021
The development of the senior management team will also position the business favourably in its ambitions to expand to a team of 50 advisers managing circa £2bn AUM, within three years of launch.
07/27/2021
BXI Investments invests in early-stage companies that are well-positioned to benefit from a deeper relationship with Blackstone's many businesses, portfolio companies and extensive global network.
07/27/2021
Adding to Brown Wealth Management's robust wealth management team, Christopher Pegg brings 15 years of legal, tax, and financial services expertise to the new role