04/16/2020
He joins SANNE from Standard Life Aberdeen, where he held the role of Head of Infrastructure and Platform Services, and has extensive knowledge in IT architecture, strategy and cloud functions.
04/16/2020
JPMorgan has been overhauling its wealth management unit since combining its Chase bank network of financial advisors with its U.S. wealth management business for high-net-worth clients at the end of last year, FundFire writes.
04/15/2020
Schüpbach said: ‘Within our Swiss home market, Basel is one of the locations that is generating growth, and we will continue to expand our presence there on a targeted basis in the future.
04/14/2020
Staley joined PIMCO in 2011 and before his return to the U.S., he previously held various senior roles including head of Singapore office, head of Hong Kong institutional and head of Taiwan before being appointed to the dual wealth head role in mid-2018.
04/14/2020
The members of Russell Giammarino Wealth Management include Sean Russell, Director of Wealth Management; Philip Giammarino, Director of Wealth Management; and Jean Kunkel, Client Service Manager.
04/13/2020
Cheung has nearly 20 years of experience in the financial sector, holding senior positions in investment banking, central counterparty, and asset management businesses.