09/12/2019
Schiff Hardin expands Private Clients, Trusts and Estates Practice
Prior to working at leading financial services firms, Liss was a partner at the international law firm Withers Bergman LLP, where he built a domestic and international private client practice.
09/12/2019
His experience and global outlook, coupled with his deep technology and operations expertise, will provide a strong perspective in helping further ISSA’s mission
09/12/2019
Charles Stanley appoints Head of Asset Management Development
He will focus on increasing sales
09/12/2019
Deutsche Bank appoints wealth management head in Spain
At this firm, he spent 15 years, holding mostly financial advisory roles as well as selling financial solutions to institutional clients.
09/12/2019
Deutsche Bank appoints wealth management head in Spain
He will be responsible for advising UHNWI and family offices on all type of financial and investment solutions.
09/12/2019
SocGen Switzerland appoints private banking CEO
‘Thanks to his nearly 20 years of experience in private banking.'
09/11/2019
This creates exciting opportunities for Withers with its strong reputation in private wealth, international tax and corporate investment structuring.
09/11/2019
Firm hires Vivienne Lim and Billy Chung for its Singapore and Hong Kong third party distribution teams
09/11/2019
Xiao is a passionate advocate of the EAM model as a capital-light, scalable strategy to compete in the Asian private banking market.
09/11/2019
Kleinwort Hambros head of regions resurfaces at Kingswood
He is joining Kingswood at a time when the firm is looking to further expand in the intermediary space and we very much look forward to utilising his skills.
09/11/2019
She transitioned into the nonprofit sector by joining Goodwill Manasota as its first Director of Veterans Services, and most recently served as Chief Development Officer for Sarasota Military Academy Foundation.
09/11/2019
The Board of Directors of Bank J. Safra Sarasin will propose the election of Mr. Jürg Haller as a new member of the Board at the upcoming general meeting of shareholders.
09/11/2019
UK's Man Group President to leave firm
Sky News also reported that Sorrell’s departure was entirely unconnected to other potential boardroom changes at the company.
09/11/2019
The bank confirmed Scarfone’s appointment as permanent head of the Swiss business with independent financial intermediaries.
09/11/2019
Firm hires Lina Lim as regional head of discretionary, Asia; Rocky Cheung as head of investment counselling for mainland China and Taiwan; and Simon Hwang as investment counselling team head for China
09/10/2019
His role includes responsibility for a number of high profile Middle Eastern clients which involves frequent travel to London and Dubai.
09/10/2019
LarrainVial acquired the $650 million family office Alcalá last month, marking the firm’s first foray into one of Latin America’s growing wealth industries.
09/10/2019
He joined BNY Mellon as a senior investment strategist in September.
09/10/2019
Credit Suisse is one of the few foreign firms to have a management team based in Milan, a reference point in Europe together with offices in Zurich, New York, Hong Kong, and Singapore.
09/10/2019
He will be responsible for the growth of clients with International Wealth Management requirements and joins the Senior Management team of Edward Loader and Paul Alker.