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.
08/07/2020
Prior to joining DBS, Ng was with Bank of Singapore for eight years where he was responsible for the cash equity, bond, fund and private equity research teams alongside product marketing.
08/07/2020
Fixed income chief moved in to support on developing world strategies.
08/07/2020
The Swiss group’s family office has lost an experienced manager researcher who was a specialist in offshore and alternatives investment strategies.
08/07/2020
Fixed income chief moved in to support on developing world strategies.
08/06/2020
At Spearvest, I immediately felt the commitment of the whole company to serve our clients
08/06/2020
Wade has been with AMP for less than two years, having joined in December 2018 as group executive, advice and New Zealand.
08/06/2020
Both Chris's and Alice's drive and vast knowledge have been instrumental in their achieving and surpassing the desired results for clients, whether that be in contentious or non-contentious matters, earning them the coveted 'trusted adviser
08/06/2020
He was most recently head of wealth management for Pictet & Cie (Europe) in Frankfurt.
08/06/2020
Killian Doswald will be bringing expertise in deep regulatory change and developed financial markets to his new role at Spearvest.