08/21/2020
With more than 25 years of professional experience, Amy Joyce joins the firm as a Partner and specializes in advising high net worth individuals with tax mitigation and wealth preservation strategies.
08/21/2020
Group Managing Partner Jason Romer said: 'Stephen has built up a thriving dispute resolution practice with a strong reputation in insolvency and restructuring matters.
08/21/2020
This is part of a broader aim to grow its assets under management (AUM) to about $100 billion in three to five years.
08/21/2020
Former Top 30 Under 30 recipient Matthew Hull has been appointed to the firm’s Whiteley branch.
08/20/2020
As a non-executive director, the prominent wealth commentator will oversee investment management and consumer insight at consolidator Independent Wealth Planners.
08/20/2020
Anlage & Privatbank has also hired a deputy CEO, who also came from Credit Suisse.
08/20/2020
The Zurich-based private bank – part of the wider Rothschild & Co group – last year wrapped up the sale of its trust business, shut an office in Hong Kong office, merged the Genevan subsidiary Equitas, and appointed a new chairman, Gary Po
08/20/2020
She is advising the Money & Pensions Service on its 10-year strategy to improve the UK’s financial wellbeing.
08/19/2020
Industry veteran Harold Buckner will work directly with previous and new acquisitions to maximize their success
08/19/2020
Banking heavyweight Thomas Amstutz has joined Blockchain Valley Ventures, a venture capital firm focused on blockchain start-ups
08/19/2020
In his new role, Tong will advise Singaporean and Chinese clients and families that have ties globally
08/19/2020
It is not yet known if he is joining another firm following his exit next month.
08/19/2020
She will report to George Crosby, also a former HSBC banker who oversees Deutsche's Latin American private banking business from Miami, and to Loic Voide, Middle East and Africa wealth boss, in Geneva.
08/18/2020
They are a family-oriented firm supported by a long tenured team of four staff members.
08/18/2020
UK-based group expands on recently purchased fund range with new appointment.
08/18/2020
He was the listed portfolio manager for four funds.
08/18/2020
Crook will be replaced by Daniel Scansaroli, who joined UBS Wealth Americas earlier this year as a senior portfolio strategist for ultra-high net worth customers.
08/17/2020
His responsibilities at Lombard Odier include monitoring and implementing legislative and regulatory changes that affect the bank, and deepening dialogue with trade groups and officials.
08/17/2020
He succeeds Daniel Bürki, who is leaving after 14 years at the company.
08/17/2020
Zurich-based firm The Singularity Group has expanded its advisory board with three new members.