01/10/2020
We are creating a leading team to spearhead the growth of our market share, made up of select, high quality individuals, and this hire is a clear testament to the businesses’ ability to attract excellent candidates.
01/09/2020
Kathleen Fisher to Retire as Head of Wealth and Investment Strategies at Bernstein Private Wealth Management
01/09/2020
Self Bank Banca Privada announced an enhancement to its business model in October 2019
01/09/2020
SCB Julius Baer, the strategic wealth management joint venture between Siam Commercial Bank and Julius Baer, has appointed Lalitphat Toranavikrai as new CEO effective immediately.
01/09/2020
She brings 25 years of private banking experience
01/09/2020
Henk Grootveld, who will lead the team, brings over twenty years' experience and expertise in thematic investment.
01/09/2020
Pittet previously worked at Banque Pictet & Cie for eight years as an investment manager for private equity.
01/08/2020
Prior to joining BNY Mellon Wealth Management, he served as a Private Client Advisor and Senior Vice President at Bank of America Private Bank, where he was responsible for the acquisition of new clients
01/08/2020
While the firm’s executives say they target million-dollar-and-above producers, several U.S. brokers said a significant number of their colleagues are in the $700,000-$1 million range.
01/08/2020
Prior to that, Simon has built e-commerce, online banking and developer portals for global banks and marketplaces.
01/08/2020
Prior to joining BNY Mellon Wealth Management, Kent served as a Private Wealth Management Division Executive at SunTrust, where he was responsible for driving revenue growth and development of key corporate and market initiatives.
01/08/2020
That is why we are expanding our credit portfolio management.
01/08/2020
Guy Olivier Bambule as Local Managing Director of Lombard Odier’s Representative Office in Dubai
01/08/2020
Züsli will become deputy head of private banking in Uznach and will focus on advising clients with special investment requirements within the region.
01/08/2020
The promotions, effective from 1 January 2020, see Will Whitehead and Louise Woolrich become counsel and Arindam Madhuryya made a senior associate.
01/08/2020
The relocation implied that five out of the ten members the team had were relocated to the offices of Santander in Madrid
01/08/2020
Performance from Hudson, then enjoying a strong run, has since been poor.
01/07/2020
Asquire director Yateev Valand said it was a “challenge” for smaller IFAs to maintain margins and keep costs low for clients and Mr Loudon’s experience would help the company grow.
01/07/2020
She also held management positions at Bank Vontobel, State Street, Julius Baer, Coutts and Morgan Stanley.
01/07/2020
Deutsche Bank Wealth Management has appointed Roberto Rosati as managing director for single family offices in the UK.