03/17/2021
Tilney Smith & Williamson continues team expansion with new hire
Teams are currently working from home, with investment managers’ and financial planners having full access to group systems through secure technology.
03/17/2021
Avaloq announces leadership change
Following his personal decision to withdraw from the CEO role at the end of March 2021, he will focus on interaction with existing and prospective clients of Avaloq as its Senior Advisor to the Group Executive Board.
03/17/2021
Quilter Investors enhances ESG capabilities with new analyst
The hire comes as Quilter Investors prioritises the embedding of ESG considerations and responsible investment into its investment process.
03/17/2021
Revealed: Saunderson House trio join former colleague’s new firm
He spent 18 years at Saunderson House, most recently as partner.
03/17/2021
Julius Baer India continues to strengthen core domestic team, appoints MD Senior Advisor, Team Head based in New Delhi.
03/16/2021
He brings to the firm more than 25 years’ experience in the fiduciary sector.
03/16/2021
Raj brings over 20 years of experience investing in high yield, distressed and event-driven markets.
03/16/2021
After completing his studies in Economics at the University of Zurich, Claude Maurer began his career as an economist at BAK Basel Economics
03/16/2021
The team will provide portfolio management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.
03/15/2021
The firm launched a Sicav property fund last year.
03/15/2021
Fund manager handed reigns for environmental strategy at Swiss group.
03/15/2021
Senior wealth appointments take responsibility for HSBC in Europe and islands
The appointments mark a significant growth period for HSBC in the islands, particularly in respect of the Jersey office becoming the Bank’s new global wealth hub.
03/15/2021
Arnaud's appointment demonstrates our continued commitment to the growth of our practice here in Luxembourg.
03/15/2021
Helena Morrissey is leaving St James’s Place (SJP) after just 14 months on the advice giant’s board.
03/12/2021
Rockefeller Hires $4.6-Mln Morgan Stanley Private Wealth Team in Los Angeles
They moved along with portfolio manager Ben Helvey.
03/12/2021
Together, they represent a high-quality team focused on creating the best possible client experience and outcome for the families they serve.
03/11/2021
The Board is responsible for determining the strategic and policy direction of the BIS
03/11/2021
Swiss group announces internal promotions within fixed income department.
03/11/2021
Jenny Quan will join the 1762 team, serving ultra-high-net-worth clients as an investment manager.
03/11/2021
He will be looking to bring his considerable experience to bear as the wealth division seeks to build out its thriving investment proposition.