08/05/2020
Earlier this year, Julius Baer announced that it had shuttered its office in Montevideo catering to local clients and let go of almost a dozen advisors from its cross-town international branch.
08/05/2020
In addition, his many years of experience make him a skilled link between the investment team and clients.’
08/05/2020
San San Chan will take the newly created role as head of Citigold Private Client business for Asia-Pacific and EMEA on October 1
08/05/2020
Wisdom leads the private wealth team in Hong Kong advising international wealthy families and trust companies
08/04/2020
They will provide investment management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.
08/04/2020
These strengths, coupled with her wealth management experience, make her an indispensable resource for our clients and the Chicago team.
08/04/2020
Both Mr. Wei and Mr. Dong will continue to serve on the board of directors of the Company (the “Board”) following their resignations from the Company’s management.
08/04/2020
Joins from Canaccord Genuity Wealth Management
08/03/2020
Chenthil is an accredited mediator with the Singapore Mediation Centre, serves on the Advocacy and Criminal Practice Committees of the Law Society of Singapore and is a senior Advocacy trainer with the Law Society.
08/03/2020
Joseph Lovell Named Managing Director and Head of Asset Management; Philippe Jacquemard Appointed Managing Director and Head of European Insurance
08/03/2020
Nick has been a member of the Jersey corporate team since 2017.
07/31/2020
She serves on the New York City Estate Planning Council and is a board member of the Monroe Foundation.
07/31/2020
Our wealth management division is a crucial part of our holistic service offering. These latest appointments continue the programme of development across the division and demonstrates our ongoing commitment to providing a superior level of service.
07/31/2020
His strategic and academic background will be invaluable as he transitions into the role of Chief Investment Officer
07/30/2020
In his new role with IQ-EQ Hong Kong, Kenny will help maximise the organic growth of the group’s alternative funds business by building IQ-EQ’s network and winning new clients across Greater China and the wider East Asia region.
07/30/2020
Within the Peru & Partners leadership team, Christophe and Lucie will join fellow department head, Ramelle Gabdibe (Valuation Services), who joined the business earlier this year.
07/30/2020
Effective 1 October 2020, David Linke will be the next Global Head of Tax & Legal services.
07/30/2020
They both bring an expansive amount of knowledge and will be valued additions to the compliance staff.
07/30/2020
In his new role, Paul will be based out of the Group’s Jersey office and will be responsible for the growth and development of the Group’s global funds offering across all of their jurisdictions.
07/30/2020
Bank had pledged to avoid redundancies during pandemic