10/31/2025
Since joining the firm, Adrian has played a pivotal role in advancing MASECO’s operational strategy, driving innovation, and enhancing the client experience across all areas of the business.
10/31/2025
As Estelle Buttoudin is set to undertake new responsibilities, Patrcik Dugué will take over to co-manage her funds alongside Claudio Semadeni and Martin Vlcek.
10/31/2025
During that time, he led national campaigns to attract, support and retain advisers, helping shape SJP’s brand and growth strategy through one of its most successful periods.
10/31/2025
Pierre Chèvre has held roles including managing partner of Alias Partners and chief economist at the Darier private bank.
10/31/2025
In her role, Megan will primarily focus on supporting Jersey based high-net-worth clients with her colleagues Fiona Waite and Katie Maguire.
10/31/2025
Previously, he was responsible for the retail banking business in Northwestern Switzerland.
10/31/2025
With Jürg Hutter, SZKB is filling this key position from within its own ranks, underscoring the quality of its internal succession planning.
10/30/2025
Carlos Rodríguez Aspirichaga will be responsible for driving growth strategies and ensuring financial solutions tailored to the needs of Ultra High Net Worth (UHNW) clients in Mexico
10/30/2025
Ex-Reuss Private head of risk and compliance, Maria Maraki, has joined the Dutch firm's Swiss unit as head of compliance.
10/30/2025
Wealth manager RBC Brewin Dolphin has expanded its Edinburgh office with the appointment of two new wealth managers, bringing its financial planning department to 30 people.
10/29/2025
Edinburgh Rugby star Chris Dean will initially take on business development role
10/29/2025
Based in Singapore, he will oversee growth and strategy across key markets including China, Taiwan, and Hong Kong
10/29/2025
Blackstone has $1.2 trillion in assets under management.
10/29/2025
Longstanding employee of Suntrust Investments Yves Pillonel has joined Baseline Wealth Management.
10/29/2025
Two Zurich-based family offices are merging.
10/29/2025
Simon Elliott takes over as head of investment trusts with Simon Crinage to retire at the end of 2026
10/29/2025
Chief investment counsul Chris Hills and head of strategic partnerships Simon Taylor have left the business.
10/29/2025
Based in Atlanta, she reports to Ethan Van Eck, Senior Director of Regional Wealth, and will lead a First Citizens team of wealth consultants.
10/28/2025
Mr. Becker brings more than a decade of experience in the ETF and wealth management industries.
10/28/2025
He brings a strong focus on personalized, goal-oriented wealth planning and investment strategies.