09/29/2020
Regional law firm grows Private Client team
She advises clients on a wide range of issues including private wealth, inheritance, wills and probate, lasting powers of attorney and Court of Protection cases.
09/29/2020
Welcoming the new appointment
09/29/2020
German AM poaches digital WM founder and expands into Switzerland
Aaron Scott is the new head of strategy and ESG.
09/29/2020
Bart will begin his four-year term in May 2021, taking over from Christopher Page, who has been Senior Partner for the past eight years.
09/29/2020
It announced the news with a fundraising round, in which Spicehaus Partners also invested.
09/29/2020
Based in Zurich, he intends to build out the bank’s franchise with ultra-high-net-worth individuals and family offices.
09/29/2020
Envestnet appoints Co-Chief Investment Officer
Her hiring comes two months after Dani Fava, formerly with TD Ameritrade, was named the firm's head of strategic development.
09/28/2020
Northern Trust Adds Relationship Management and Client Service Leaders
Appointments Support Business Growth, Expand Local Service and Solutions Expertise
09/28/2020
She replaces Sébastien Mérillat, who has held the position on an interim basis since Andreas Amschwand left the bank, as announced in July.
09/28/2020
WBD welcomes new private wealth partner in Bristol
James also has a strong international practice advising non-UK domiciled individuals, particularly on US/UK estate planning and tax related matters.
09/28/2020
SLA's global distribution head Fleming to leave firm
Following a 'leadership review'
09/28/2020
Hawksford makes three senior appointments to its global team
Hawksford is immersed in some of world’s most dynamic and exciting markets
09/25/2020
Mr. Henton was previously a member of the Board of Equity Bridge PCC Limited, Northill Global Strategies SPC, Louvre Group Limited and Settlements SA.
09/25/2020
His role on the investment committee would focus on impact investing and ESG.
09/25/2020
Betsy brings a wealth of knowledge and experience to the White Oaks Team and clients.
09/25/2020
Mike Webb and Spencer Baum to focus on Global Investor & Distribution Solutions in the U.K. and Europe
09/25/2020
Maggie Ng, currently Greater China CEO of online trading provider IG Group, will join HSBC as its head of Wealth and Personal Banking (WPB), Hong Kong, effective 1 December 2020.
09/24/2020
Employees in Geneva, where most of the approximately 1,000 employees work, are particularly affected.
09/24/2020
Sanne has appointed Archie Irtizaali as Director, Business Development in its Jersey business.
09/24/2020
She was appointed in her role as the executive director of wealth management in January 2019, after serving as a senior executive leader in the regulator's financial advisers division previous.