08/18/2025
She brings three decades of experience across investment banking, asset management and private banking in Europe and Asia Pacific, most recently serving as APAC CIO at Deutsche Bank Private Bank in Singapore.
08/18/2025
UBP has hired three new executives covering ultra-high net worth clients across the Greater China markets
08/18/2025
The Malaysian bank continues its hiring spree, recruiting a desk head and two senior relationship managers, all with strong Julius Baer connections.
08/18/2025
The appointment comes at a pivotal time for clients across Scotland and the wider UK as policy changes affecting pensions, inheritance tax and business property relief are prompting many families and business owners to reassess how they pass on wealth.
08/18/2025
The promotions are effective 1 August.
08/18/2025
His portfolio includes private clients, family offices, fiduciary specialists, and professional advisers.
08/18/2025
Effective 1 October 2025, Kimberly joins Apex Group from State Street, where she has served for over 12 years, most recently as Treasurer and Executive Vice President.
08/18/2025
Erin Gibbs will focus on the development of a quantitative equity platform, starting with a strategy for small- and mid-cap investments.
08/18/2025
Ryan brings the leadership experience, cultural mindset, and client focus needed to serve this critical market
08/15/2025
The team arrives from M Financial Group where they collectively managed approximately $1.8 billion in client assets and are joined by more than 15 investment and branch professionals.
08/15/2025
Kennelly previously spent six years at Escala Partners, where he co-led the firm's alternatives research and ESG strategy.
08/15/2025
BBVA Global Wealth Advisors (GWA) announced the appointment of Augusto Tricotti to its commercial team as financial advisor in Miami
08/15/2025
The $256bn asset manager reshuffles the team after a senior manager relocates back to Europe.
08/15/2025
Mark Rose joins as Insurance Solutions Strategist; Chase Uhlein and Blayze Hanson appointed Senior Insurance Relationship Managers
08/15/2025
Yusuf will report to Gemma Woodward, head of responsible investment at Quilter Cheviot, and will support the firm’s stewardship programme and thematic engagement efforts.
08/15/2025
The firm, recently bought by Swiss Life, has appointed Thomas Ulrich to manage client mandates.
08/15/2025
Jörg Zatachetto, former chief investment officer at Copernicus Wealth Management, has joined as senior investment adviser for external asset managers.
08/15/2025
He will also be CEO of Lombard Odier’s subsidiary in Hong Kong
08/15/2025
Find out who is on the move in the City and beyond this week
08/14/2025
Aashish Dhakad will start in October in New York as head of private credit origination for North America as part of Citi’s $25 billion push into private credit with Apollo Global Management.