06/02/2020
In an e-mailed statement confirming the move, Preston confirmed the size of the team’s books and took an indirect swipe at the pressure that Bank of America-owned Merrill and other wirehouses have put on advisors to cross-sell banking products.
06/02/2020
Scott Hudson brings 25 years of experience to the role
06/01/2020
Appleby’s new appointments include members from its Corporate and Dispute Resolution teams.
06/01/2020
The industry groups will welcome Vanina Caniza, from Buenos Aires, as the new Global Chair of Baker McKenzie’s Healthcare & Life Sciences Group. She takes over from Sydney-based Ben McLaughlin.
05/29/2020
She replaces Vicky Kong who will become global head of wealth proposition
05/29/2020
Pepper will officially join UBS in New York on June 1 and will report to Coutinho.
05/29/2020
The board of directors now has nine members.
05/29/2020
Christian Skaanild, a former consultant at Accenture, has joined Swiss private bank Bordier & Cie.
05/29/2020
Vice president Andreas Binder steps down after reaching the maximum term in office
05/29/2020
Based in London, Sool will oversee this important growth market together with Switzerland-based Asaf Raveh and report to Marco Pagliara
05/28/2020
Michael holds a Chartered Wealth Manager Qualification and a Private Client Investment Advice and Management Diploma from the Chartered Institute for Securities and Investment.
05/28/2020
Bouée’s Linkedin profile says that he joined Capgemini earlier this month, having left Credit Suisse after over four years at the bank.
05/28/2020
I am excited to have joined the financial services team at Smith & Williamson
05/28/2020
He took up the new advisory role in May.
05/28/2020
She has spent the last four years as co-CIO and senior portfolio manager at BHA Partners in Zurich.
05/28/2020
Sidler and Schütz and their wealth management business Edrofin joined Lakefield in 2018.
05/27/2020
He is an agile practitioner, who specialises in horizontally distributed applications for the cloud.
05/27/2020
They share First Republic’s commitment to exceptional client service.
05/27/2020
Although UBS has de-emphasized recruiting and advisor headcount in recent years, the new hires are representative of the firm’s focus on advisors catering to high-net-worth and ultrahigh-net-worth clients.
05/27/2020
Starting in 2016, UBS cut back on recruiting efforts in order to shift resources elsewhere and to cut hiring costs.