11/07/2019
ZKB Nabs Credit Suisse Veteran
In 2013 she was made chief investment officer Europe (including Switzerland)
11/07/2019
In 2013 she was made chief investment officer Europe (including Switzerland)
11/07/2019
He began his career at McKinsey before defecting to Credit Suisse, where he was forced out in 2003 after a strategy to introduce affluent European clients foundered.
11/06/2019
He assumes the position held by Philipp Wehle before he was appointed chief executive officer of the division in July.
11/06/2019
He was previously active in a similar capacity at UBS in Munich and was in charge of the family office business for all of Germany.
11/06/2019
At the same time the Board is pleased to confirm that Stephen Ford has been appointed as an Executive Director of the Company, subject to FCA approval.
11/06/2019
Jones became co-manager of the Liontrust Sustainable Future (SF) UK Growth, SF European Growth, GF SF Pan-European Growth and UK Ethical funds on 1 November 2019.
11/06/2019
Barings’ head of global resources Duncan Goodwin will leave the firm by the end of the year.
11/06/2019
Announces Expansion Plans
11/05/2019
Funds giant appoints co-manager and hires investment trust sales staff
11/05/2019
San Francisco-based First Republic has fewer than 200 traditional brokers to complement its core private banking activities
11/05/2019
John Williamson, EFG’s current Chair of the Board, has decided not to stand for re-election at the next AGM.
11/05/2019
He is a pioneer of data-driven businesses in finance.
11/04/2019
His current portfolio sees him holding roles including executive chairman of property firm Buccleuch and strategic advisor to the First Minister on the creation of the Scottish National Investment Bank.
11/04/2019
Concurrently, the bank named Daniel Belfer – a 19-year wealth veteran with Safra and its current head of trading, asset management and treasury – as its new CEO last week.
11/04/2019
At Adam & Company, he worked with a broad range of high-net-worth and ultra-high-net-worth clients, guiding them through private banking, structuring and tactical debt conversations.
11/04/2019
Yvonne Suter joins Julius Baer from Credit Suisse
11/04/2019
He previously worked for Brookfield Asset Management in London and Arpatica.
11/04/2019
Valvest offers asset management and advisory services and is based in Zurich.
11/04/2019
‘We are expanding our footprint, especially since we were only two people in Switzerland.
11/03/2019
With assets under management of approximately 215 billion euros (as at September 30, 2019), Deutsche Bank Wealth Management is one of the largest wealth managers worldwide.