05/16/2025
Her distinguished career and in-depth knowledge of regulatory frameworks and board advisory make her a valuable asset as Oak continues to expand its governance offering.
05/16/2025
Fabrice D’Erm previously worked at an independent asset manager and had a two-decade tenure at UBS.
05/16/2025
We are confident that Kapil’s leadership will further reinforce our position as a leading global private bank
05/16/2025
“Our customers in Switzerland and Europe will benefit from his expertise,” says Omar Brem , Head of Research at ZKB.
05/16/2025
Andrew Lake steps into the role after 12 years with the Swiss firm.
05/16/2025
The Austin and Smith Wealth Management Group is led by 38-year veteran Thomas G. Austin who spent the last 33 years of his career at UBS.
05/16/2025
He also contributed significantly as a Board member of various BNM trust funds, including the Medical Trust Fund, INCEIF Trust Fund, Asian School of Business Trust Fund, and the Tun Ismail Ali Chair Trust Fund.
05/15/2025
He began his career as a financial advisor at Merrill Lynch in 2007 and later held positions at Citi, HSBC Private Banking, Crédit Agricole CIB, and Morgan Stanley, before being re-hired by Citi
05/15/2025
Both roles begin on 1 June
05/15/2025
A native New Yorker, Sam will be based in New York and report to Alison.
05/15/2025
The bank opened the office in Cologny, a suburb of Geneva, in 2021.
05/15/2025
Two current staff will join the executive board, as well as Rafael Moral Santiago, who steps up following a senior role at HSBC in Hong Kong.
05/15/2025
Current head of equities Matt Hudson to become CIO
05/15/2025
The appointments reflect FNZ's commitment to delivering sustainable value to clients and investing in world-class leadership.
05/15/2025
She replaces Gavin Neilson who has been Interim COO since August 2024.
05/14/2025
Evolution of Leadership Reinforces SEI’s Strategic Commitment to Serving Clients and Driving Growth
05/14/2025
He will co-lead the Zurich-based bank as the third member of the Executive Board
05/14/2025
She is based in Guernsey and leads the business across the Crown Dependencies.
05/14/2025
Ashley Dye has been appointed to lead the Guernsey Financial Intermediary Team, and Ryan Lambotte to lead the Jersey Financial Intermediary Team
05/13/2025
Based in Seattle, Washington, Ms. Velategui will be reporting to Alex Chaloff, Head of Investments and Wealth Strategies, who has been leading the $137 billion Bernstein platform since 2023.