04/09/2019
Rodermann joined what was then UBS Deutschland AG as management board head in 2015 and has been in charge since, restructuring the Frankfurt-based business and expanding its wealth management arm.
04/09/2019
The change also comes as part of Fisch’s ongoing growth strategy.
04/09/2019
Mariano Belinky, previously Head of Santander InnoVentures, will lead the Group’s asset management unit
04/09/2019
Moore was previously head of research at Tilney Bestinvest. Kennedy has been at EQ Investors for four years
04/08/2019
In this new role, Ms. Zortman will lead AIG’s global High Net Worth portfolio
04/08/2019
Chris is a member of the CFA Institute and a chartered member of the CISI.
04/05/2019
She previously worked at Baker & McKenzie.
04/05/2019
Chandrasekharan, who has been in the role for eight years, is expected to be moved elsewhere in the group.
04/05/2019
Formerly global head of product & investment specialists at ASI, McKillop began his financial services career in 1997
04/05/2019
This sophisticated group of investors have unique and challenging needs
04/04/2019
The FSC thanked Cooper for his contribution to the council, noting his "expert guidance and support", during the industry's recent periods of challenge.
04/04/2019
He will report into Charles Stanley’s head of intermediary sales Steve Hill in his new role.
04/04/2019
Calamos names Anderson head of wealth strategy and trust services
She will have a national presence as she collaborates with the firm's advisors both there and at its offices in Florida and New York.
04/04/2019
The three nominated Board members will replace Diego du Monceau, Ezra S. Field and Monica Mächler, who have decided not to stand for re-election at the upcoming AGM scheduled for 8 May 2019.
04/04/2019
Edmond De Rothschild appoints new leadership amid privatisation
These appointments are effective from 14 March 2019.
04/04/2019
Barclays EMEA private bank head leaves the firm
He will be replaced on an interim basis
04/04/2019
Zurich WM hires new head of investment solutions from EFG
Sesle joins from EFG Bank
04/04/2019
New Executive Director at Quilter Cheviot
He will report to Tim Childe, Head of Quilter Cheviot’s Jersey Office
04/04/2019
Investment Manager Michael joins the firm from Brewin Dolphin
04/03/2019
The Genevan wealth manager has twice raided Julius Baer for private bankers, first for the Middle East and last week for Latin America.