05/28/2020
Michael holds a Chartered Wealth Manager Qualification and a Private Client Investment Advice and Management Diploma from the Chartered Institute for Securities and Investment.
05/28/2020
Bouée’s Linkedin profile says that he joined Capgemini earlier this month, having left Credit Suisse after over four years at the bank.
05/28/2020
I am excited to have joined the financial services team at Smith & Williamson
05/28/2020
He took up the new advisory role in May.
05/28/2020
She has spent the last four years as co-CIO and senior portfolio manager at BHA Partners in Zurich.
05/28/2020
Sidler and Schütz and their wealth management business Edrofin joined Lakefield in 2018.
05/27/2020
He is an agile practitioner, who specialises in horizontally distributed applications for the cloud.
05/27/2020
They share First Republic’s commitment to exceptional client service.
05/27/2020
Although UBS has de-emphasized recruiting and advisor headcount in recent years, the new hires are representative of the firm’s focus on advisors catering to high-net-worth and ultrahigh-net-worth clients.
05/27/2020
Starting in 2016, UBS cut back on recruiting efforts in order to shift resources elsewhere and to cut hiring costs.
05/27/2020
Over the course of his career, Tapner has held roles such as Global Head of Equity Capital Markets and Investment Banking at UBS
05/26/2020
The British banker was quietly elected to chair Brown Shipley, a regional U.K. wealth manager owned by Quintet, last June.
05/26/2020
With 20 years of professional experience in the financial industry, Thomas has previously worked in in sales and trading for European banks in London and Geneva, such as UBS, Societe Generale and BNP Parisbas.
05/26/2020
‘I assume that my clients will follow.’
05/26/2020
He has worked at Credit Suisse since 2002.
05/22/2020
James Hambro & Partners has hired former Aberdeen Standard Capital head of charities Patrick Trueman as a portfolio manager.
05/22/2020
Sean O’Brien replaces Carl Mustos, who has left the company
05/22/2020
LOIM expects such central bank actions to have an important role in supporting credit markets and combatting refinancing risk caused by the pandemic.
05/21/2020
The BIS offers a wide range of banking services to help central banks and other official monetary institutions manage their foreign exchange reserves.
05/21/2020
Last year, Abanca made a strong commitment to these services, marketed among the clients of the private banking and personal banking.