09/17/2019
Two new hires and profits up at Gresham House
New head of wholesale retail funds and sales director
09/17/2019
New head of wholesale retail funds and sales director
09/17/2019
He is also a member of the board of directors of the Baloise group
09/17/2019
Following the new appointment, RBC Singapore branch CEO, Mike Reed, will lead RBC Wealth Management’s Singapore office and the Southeast Asia private banking team, reporting to Chow.
09/17/2019
He will be managing fixed income funds in the future, with a launch expected in the coming months.
09/17/2019
Julius Baer is hiring Credit Suisse's Jorge Torea, a managing director within its Brazilian unit who has been with the firm for 14 years, alongside four other members of his team, according to a source familiar with the matter.
09/16/2019
He will be replaced by Marcel Stauch.
09/16/2019
Prior to his role at Bessemer Trust, he was a Market Manager and Managing Director at JPMorgan. Lillis also has held various leadership positions within the JPMorgan Private Bank.
09/16/2019
During 2019, the Nomination Committee of the Board has, consistent with its role and responsibilities, continued to review potential succession planning options.
09/16/2019
The firm has also hired Domenico Gifuni as network development manager. Gifuni, who also joins from Deutsche Bank, will be responsible for the development of the financial advisory network in southern Italy.
09/16/2019
Todd joins Sentinel Trust from Athena Capital Advisors
09/16/2019
Henry will play a central role in the team advising professional trustees, intermediaries, family offices and high-net worth families in the Channel Islands
09/16/2019
Mr. Bertacchi joined Lombard International Assurance in 2011 as Country Manager for the Italian market.
09/15/2019
Joining from Samba's private bank, Mr. Soufi brings to UBS more than 25 years of experience covering the Saudi market.
09/13/2019
Eunice brings over 23 years of experience in the financial services industry and has extensive knowledge and experience in money management and private banking.
09/13/2019
He has been in charge of the distribution of Invest Invent since the beginning of September 2019.
09/13/2019
It is understood the new promotion makes Peirce the most senior Australian in the UBS hierarchy offshore,» the report added.
09/12/2019
Mr. Chan was previously managing director, global portfolio solutions, at Goldman Sachs Asset Management, the news release said.
09/12/2019
The move comes as a shock for many
09/12/2019
Lina Lim is one of three new hires in HSBC Private Banking’s Asia investment services and product solutions (ISPS) group.
09/12/2019
Zuercher will coordinate the work of teams based in Lugano, Zurich and Geneva and pursue the further development of their activities.