08/14/2020
Sarasin & Partners head of third party funds Lucy Walker has left the firm after nearly a decade, with large outflows hitting both of her fund-of-funds strategies over the past year.
08/13/2020
Bice said he could not immediately comment on his decision to join the regional firm after more than three decades at wirehouses because he was “in the middle of transferring accounts.” Leach and Prebay did not return calls for comment.
08/13/2020
Ramsey will oversee the AHR’s investment strategy, with the simple but impactful aim of reducing risk, improving client returns and decreasing costs.
08/13/2020
The new service complements Avaloq’s award-winning digital banking solutions, including its market-leading core banking software as well as its Business Process as a Service (BPaaS) and Software as a Service (SaaS) solutions.
08/13/2020
The Swiss private bank has appointed London boss Alan Hooks to the newly created role of head of private clients and promoted Gordon Scott to regional office boss.
08/12/2020
With a detailed understanding of the particular needs of this specialised sector, Edward’s appointment reflects ZEDRA’s commitment to developing its business across these markets.
08/12/2020
He joined DWS as global head multi asset & solutions in July, and will keep performing this role too.
08/12/2020
The firm’s profit rose significantly, compared to the first half of 2019.
08/12/2020
The bank has found replacements for Chow Shang-Wei, who left the bank earlier this year and is now Deutsche Bank’s head of wealth management for Southeast Asia.
08/12/2020
Now more than ever, our clients need trusted partners who can provide them with peace of mind through holistic wealth management, and Cathy embodies this client-centric service paradigm.
08/11/2020
Klaus Wellershoff, the well-known ex-chief economist at UBS, who founded Wellershoff & Partners in 2009
08/11/2020
He co-founded the long/short hedge fund Delta Partners
08/11/2020
The U.S. unit of the Swiss banking giant has been on a recruiting diet since 2016, and some say the policy is paying rewards.
08/11/2020
Each of these individuals brings immense talent and expertise in their respective fields.
08/11/2020
Adds Veteran Consumer & Retail Investment Banker Arthur van der Goes
08/11/2020
German group appoints trio of senior portfolio managers for its wealth and asset management arm.
08/11/2020
Cristina Mendez and Zoraida Diaz are the latest advisors to leave UBS following a crackdown on Venezuelan client accounts.
08/10/2020
Kyle Cox joins the Welsh digital wealth firm from Cape Town-based family office Marr Holdings.
08/10/2020
There are new appointments to the executive board and the board of directors.
08/10/2020
The private bank has appointed Hayley Layt as a relationship manager in Cambridge, following the office’s launch last March.