10/19/2020
The move comes shortly after Patrick Zenz-Spitzweg, one of Pictet's top private bankers in Frankfurt and part of its executive committee for wealth management in Germany, was poached by Feri Trust, a local boutique.
10/19/2020
Julius Baer regional head Calum Brewster joins Brown Shipley as private bank boss and Deutsche's Raphael Drescher takes up a new family office role, while the firm's Manchester head Nick Cringle has left.
10/19/2020
Susanne Thellung will start in February 2021.
10/16/2020
Forms Lazard Coherence team of industry veterans with credit expertise -
10/16/2020
he more we can add to our breadth and depth of experience, collectively, the better we can serve our portfolio companies and bring in the next generation of world-changing pioneers.
10/16/2020
While he will not be practising or advising clients in his new role, Mr Buckle’s arrival is central to Trust Corporation’s desire to solidify its position as the offshore market-leader in the field of contentious fiduciary work.
10/15/2020
Before joining Northern Trust, Hwang led teams servicing North Asia private bank clients as head of client services at JP Morgan Chase.
10/15/2020
The family office firm recently announced a deal with Sagard Holdings
10/15/2020
The team runs the £1.2bn Man GLG Japan Core Alpha fund.
10/15/2020
He previously worked at Zürcher Kantonalbank (ZKB) for over eight years, where he held a variety of roles, including global head of sales and head of wholesale for Switzerland at Swisscanto Invest.
10/15/2020
His new role helps to embed his processes and methodology throughout the investment culture at PBIM"
10/15/2020
His deep understanding and relationships across our business will be instrumental in supporting our Active Wealth management approach to help our clients achieve long-term financial success.
10/14/2020
The 50-year-old Austrian is no stranger to Swiss banking.
10/14/2020
Audrey brings substantial global business and financial services experience to this role
10/14/2020
Christian Meissner was elected to the Board in May 2020.
10/14/2020
"Tim and Jeremy have demonstrated an extraordinary commitment to the futures of all those they represent, and we look forward to having them alongside us and our customers as true strategists and partners."
10/13/2020
The advisor, who joined Morgan Stanley with one of his two client associates, according to his new firm’s website, did not return a call for comment.
10/13/2020
He will not only be managing portfolios, but will also be spearheading the sourcing and execution of some of the firm’s private market investments, reporting directly to Marc SYZ, CEO of SYZ Capital.
10/13/2020
A spokesperson said that Dearie, formerly a senior financial advisor and vice president with the Lee Dearie Group at Merrill Lynch Wealth Management, brings a $60 million book of business to Seventy2 Capital.
10/13/2020
Joe O'Donnell, Tom Hoyer Millar and Bradley Worsfold appointed