03/13/2020
HSBC’s wealth and personal banking unit is the product of the merging of HSBC’s retail banking and wealth management, and global private banking units to for a business reported to have a USD1.4 trillion valuation.
03/13/2020
Former Brown Shipley chief executive Ian Sackfield has left the business, two years after he stepped down from the top job to become a client director.
03/13/2020
The move ends Kitces’ 17-year-plus tenure at Pinnacle Advisory Group, a wealth management firm based in Columbia, Md.
03/13/2020
Up-and-coming wealthtech firm appoints Howard Atkinson as its chief strategic advisor
03/12/2020
Brings over 20 years’ experience in building online marketplaces and leading innovative technology startups and agile teams.
03/12/2020
He spent seven years at HSBC between 2012 and 2019
03/12/2020
She acts for individuals, their families and corporate interests in respect of all their specific individual requirements included global commercial disputes, employment and reputation management matters.
03/12/2020
Previous roles include head of insurance risk management at Deloitte and consultant at Synpulse.
03/11/2020
Fabio Pellizzari is the team’s leader and will become responsible for the development of the segment and head the sustainability-committee at Swisscanto Invest.
03/11/2020
Ernesto Bertarelli earned his fortune in the biotech industry and shot to stardom as founder, sponsor and member of the successful Alinghi America’s Cup team.
03/11/2020
Mirabaud Asset Management is committed to developing longer-term partnerships with its clients through the highest standards of personal and professional service.
03/11/2020
Shelley was formerly Head of Wealth Planning, Europe, Middle East and Africa, at UBS
03/11/2020
Simon will return to his duties as head of distribution management in Germany.
03/11/2020
He has been appointed co-manager of the Sarasin Responsible Global Equity fund and deputy manager for JSS Sustainable Equity - Global Thematic.
03/11/2020
The appointment will have immediate effect.
03/11/2020
Before joining Finma, she worked as a lawyer at Zurcher Kantonalbank.
03/10/2020
He will develop the strategic direction and management of the international business and will be responsible for client and investment management in Jersey.
03/10/2020
He previously served on the executive board of De Beers Group and was managing partner of the London office of Bain & Company.
03/10/2020
Rathbone's head of Chichester Greg Mahon has joined Raymond James to set up a branch for the business.
03/09/2020
In her previous position, she advised Investec Asset Management as an ESG analyst on portfolio managers with regard to proxy voting and active shareholding.