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
08/19/2020
In his new role, Tong will advise Singaporean and Chinese clients and families that have ties globally
08/19/2020
It is not yet known if he is joining another firm following his exit next month.
08/19/2020
She will report to George Crosby, also a former HSBC banker who oversees Deutsche's Latin American private banking business from Miami, and to Loic Voide, Middle East and Africa wealth boss, in Geneva.
08/18/2020
They are a family-oriented firm supported by a long tenured team of four staff members.
08/18/2020
UK-based group expands on recently purchased fund range with new appointment.
08/18/2020
He was the listed portfolio manager for four funds.
08/18/2020
Crook will be replaced by Daniel Scansaroli, who joined UBS Wealth Americas earlier this year as a senior portfolio strategist for ultra-high net worth customers.
08/17/2020
His responsibilities at Lombard Odier include monitoring and implementing legislative and regulatory changes that affect the bank, and deepening dialogue with trade groups and officials.
08/17/2020
He succeeds Daniel Bürki, who is leaving after 14 years at the company.
08/17/2020
Zurich-based firm The Singularity Group has expanded its advisory board with three new members.
08/15/2020
Barclays Private Bank is well-established as a quality private bank and partner to Global Ultra-High Net Worth Individuals
08/14/2020
Schroders appoints head of private debt
She brings a depth of experience in private debt to Schroders.
08/14/2020
He will analyse corporates, with a particular focus on the hybrid debt of investment grade issuers.
08/14/2020
The memo, which was verified by a UBS spokeswoman, was also signed by Tom Naratil, co-president of UBS's global wealth management and head of its Americas division.
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.