08/25/2020
The team will join the UBS Northeast Private Wealth market, managed by Julie Fox, located in the Washington, D.C. PWM office, reporting to Branch Manager Brendan Graham.
08/25/2020
A senior leader in financial services, Lynne has worked in banking client service, institutional securities operations and wealth management.
08/25/2020
Worked at Legg Mason for 13 years
08/25/2020
With a goal of 109 locations - compared to 146 at present -Credit Suisse will continue to have a strong regional presence in the future.
08/25/2020
Amy has led numerous accounting teams and worked on large multinational accounts across the North American and European markets.
08/25/2020
He is also a founding member of the Swiss Blockchain Federation, the Swiss Finance Technology Association and the Crypto Valley Association.
08/24/2020
Also joining is Guarav Gupta, who was appointed executive director and relationship manager for GSA
08/24/2020
This marks the execution of Schroders’ long-term succession strategy for Matthew which has been planned over a number of years.
08/24/2020
François Berthet will be in charge of creating and developing new products.
08/21/2020
All told, Butler brings 25 years of technology and wealth management experience to his new position.
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