06/04/2020
J.P. Morgan AM also hired ex-Bank of England employee Caspar Siegert and former Amundi analyst Angelo Drei as global sustainable investing research and data analysts in its London office.
06/04/2020
Since her appointment as CCO, Ciriani has been a driving force behind Finantix’s evolution, focusing on talent acquisition, commercial strategy and market positioning.
06/04/2020
The next phase of Quilter Financial Planning’s strategy will focus on fully integrating the business, bringing it closer to the rest of the Quilter group
06/04/2020
Anthony Deacon, currently a Non-Executive Director, will act as Interim Chairman until a replacement is found.
06/04/2020
Alex added: “Smith & Williamson is a firm which is ideally placed to assist agile businesses to adapt to changing circumstances, develop and thrive
06/04/2020
Werlau has joined Barclays Private Bank as head of investments for Barclays Bank Ireland, based in Dublin.
06/04/2020
The appointment comes on the back of Credit Suisse’s deal to become a majority shareholder in Beijing-headquartered CSFS.
06/03/2020
Thomas is an experienced sales executive with strong relationships in German-speaking Europe, and a proven track record of accessing new markets and distribution channels.
06/03/2020
UBS dispatched the duo to Geneva seven years ago to build the super-rich business as well as to tie it more closely to UBS' investment bank.
06/03/2020
Prior to her appointment to the Board of Directors, Sim worked with StashAway in an advisory capacity, and is the sixth Director to be appointed to the FinTech’s Board, where she will now sit as an Independent Director.
06/03/2020
Nicole Pullen Ross was previously head of Mid-Atlantic region
06/03/2020
The new position also sees him appointed to Kempen’s Management Board.
06/03/2020
Dr. Goekmen-Davidoff significant expertise is in real estate, family firms, family offices, succession and wealth planning as well as business development and he will therefore support Millenium’s entrepreneurial advisory services team as well as th
06/03/2020
Family office providers with a banking background, in particular, tend to reduce this issue to investment performance and capital preservation alone.
06/03/2020
Paul Arni, CEO of VP Bank, said: ‘Tobias has long-standing experience of the client side of the business, and is familiar with VP Bank as well as with Liechtenstein culture.’
06/03/2020
The team will be led by James Charlton Meyrick on an interim basis while Frey is making the transition.
06/03/2020
He brings a wealth of experience in financial services including 14 years at Julius Baer International
06/03/2020
Welschinger, manager, previously worked for UBS on a major reorganization of client-facing teams in Singapore and Hong Kong, and on platform and business process change and improvement initiatives.
06/02/2020
In his opening comments, Henning notes that the similarities between the recent market conditions witnessed during the Covid-19 pandemic and those seen in the financial crises of the past are difficult to ignore
06/02/2020
He brings deep experience of the banking industry, including running global products that support both Bank of Singapore’s private banking and OCBC’s retail clients, corporate strategy and business transformation.