12/17/2019
“We see strong potential in providing services to HNWIs across our core markets and are convinced Grigory is the right person to be in-charge with his wealth of experience and established client relationships."
12/16/2019
Aik-Ping Ng has over 17 years of international and China-based experience in private equity, corporate finance, strategic M&A, family office advisory and asset management to HSBC.
12/16/2019
Kingswood is entering the next phase of development: becoming a global, scalable wealth management infrastructure, not just a bolt-on acquisition driven growth model.
12/16/2019
Joe has joined Tilney from First Wealth LLP
12/16/2019
Merging into the larger fund will create a greater economy of scale for investors
12/16/2019
Sally Williams has more than 30 years' experience in the financial services sector, including retail and wholesale banking, stockbroking and insurance.
12/16/2019
In his new role at Butterfield, he will ensure all regulatory requirements are adhered to and that appropriate monitoring of processes and transactions is in place.
12/16/2019
Prior to that, since 2011, she had worked for the private banking business of UniCredit as a global adviser.
12/13/2019
CCA’s selection of Northern Trust to provide fund administration for its U.S. commingled funds demonstrates the seamless nature of our global service model," said Kimberly Evans, head of Private Capital Administration in North America.
12/13/2019
The new leader of private banking at UniCredit is currently responsible for the firm's investments products and advisory in Italy.
12/13/2019
She will be responsible for private credit platform growth, both organic and inorganic. Meg currently serves as J.P. Morgan Asset Management's Chief Financial Officer.
12/13/2019
He replaces Pierre-Olivier Bouée who has resigned.
12/13/2019
Hanie is one of several former professional athletes turning to a career in financial advice after retiring from sports.
12/12/2019
It won’t be the first time Lemkau has shifted into unchartered territory at JPMorgan Chase.
12/12/2019
As part of Kleinwort Hambros’ commitment to enhancing its expertise in wealth planning, the bank has also announced five strategic hires in the department.
12/12/2019
Virgine’s appointment will help us coordinate and build an outreach strategy so current and future customers all over the country can understand the IWP proposition.
12/12/2019
Bertrand Bricheux joined the Mirabaud Group in 2011
12/11/2019
Good held the role of head of portfolio management from 2014 until earlier this year
12/11/2019
He reports to José Machi, Nordea’s head of fund distribution in Switzerland.
12/10/2019
HSBC Private Banking has appointed Gavin Rankin as regional head of investment services & product solutions for EMEA.