09/04/2020
Offshore tax evasion is a top priority for IRS - Criminal Investigation and, as was shown today, we are wholeheartedly committed to bringing these offenders to justice.”
09/04/2020
Kleinwort Hambros has announced a host of changes to its senior management team, following news its CEO Eric Barnett will retire.
09/04/2020
Asset-management giant names three people to key positions in Americas business
09/04/2020
He is currently the chairman of the Swiss takeover board.
09/03/2020
Haendel will manage the Bank's fixed income division
09/03/2020
He will continue to bolster our wealth offering and evolve the customer experience to expand our market share and further differentiate us from competitors.
09/03/2020
All three have extensive experience in the field of national and international white-collar crime and most recently worked for the law firm Ochsner & Associés in Geneva.
09/03/2020
From Optimize Wealth’s newest office in Woodstock, Joe will help clients to achieve long term success and prosperity by providing them with a comprehensive approach helped by a competent team of licensed portfolio managers.
09/03/2020
The Board of Directors and the General Management would like to thank Edgar Jeitziner for his great commitment and for the important contribution he has made to the success of FKB.
09/03/2020
Zurich continues to launch innovative offerings to meet the demands of our customers and partners for a fully digital and streamlined experience.”
09/03/2020
The company acts as a Family Office
09/03/2020
His appointment follows a decision taken last spring by the head of Portfolio Management, Valerie Dujardin, to move into a governance position within the firm and to push her career into a new phase.
09/03/2020
With their focus on serving the interests of clients and their great personal commitment as advisors and entrepreneurs, they have been able to build up a portfolio of loyal clients in recent years.
09/03/2020
He also established a wealth management and insurance team at Willis Towers Watson and was leading a wealth team within investment consulting at PwC.
09/03/2020
Kleinwort Hambros has appointed Fahad Kamal as chief investment officer, replacing Mouhammed Choukeir, who in April became the firm’s third chief executive in two years.
09/02/2020
Credit Suisse, Goldman Sachs and King & Wood Mallesons have been appointed as advisers to manage the review.
09/02/2020
She was formerly vice president, institutional distribution, after joining the firm in 2016 from CTBC Investments
09/02/2020
John Bunch joins newly merged firm
09/02/2020
Frank joins SS&C from Lake Bridge Capital Ventures, where he was Managing Partner.
09/01/2020
With nearly two decades of wealth management and corporate finance experience, Jennifer is highly skilled in tailoring investment approaches to clients' needs, priorities, and preferences.