04/06/2020
In addition to expanding wealth management activities in the local market and on a selection of international markets, the focus will be on strengthening relationships with financial intermediaries
04/06/2020
In addition to Eder and Khmyrov, the company’s executive board includes CEO Juerg Sturzenegger, Meno Stroemer, who is responsible for portfolio management and Hanspeter Diem
04/06/2020
Earlier this month the firm announced it had hired another partner, Sascha Ferg.
04/06/2020
His last banking role was with DBS Bank, as head of external asset managers from February 2012 to June 2016.
04/06/2020
The firm also added £1bn to its £6.2bn client assets in December after the purchase of London-based wealth rival Timothy James & Partners for an undisclosed sum.
04/03/2020
Senior banker Ingrid Huber is leaving an independent asset manager to join Clarus Capital.
04/03/2020
“This is a constantly evolving investment landscape and it’s important to have a change periodically,” said Ryan
04/03/2020
Based in Hong Kong, Yoon will work closely with Diginex business heads to bring its digital asset financial services and blockchain solutions to partners and investors throughout Asia.
04/03/2020
Beforehand, he was an investment analyst at Schweizerhall
04/03/2020
Cruz joined EFG’s Miami offices in March 2017 following close to four years as head of investments for Citi.
04/02/2020
He is a CFA charterholder and started his career in investment banking at Goldman Sachs
04/02/2020
Thanks to this structure I enjoy a lot of freedom and can concentrate on advising my clients,’ said Huber.
04/02/2020
Before joining Ogier in 2019, Milan worked in the investment management team of another international law firm in Luxembourg.
04/01/2020
The 52-year-old Sandro Meichtry , the previous head of sales, has been appointed the new CEO and CEO.
04/01/2020
The ISP Group was founded in 1993 and operates in Switzerland as a licensed securities dealer and is subject to the Swiss Financial Market Supervisory Authority.
04/01/2020
He will become a member of the Securities Services Asia Pacific Executive Committee and Asset Owners & Managers Management Committee.
04/01/2020
Pendas previously worked as a senior portfolio manager for BNY Mellon’s wealth management division in Florida for more than five years.
04/01/2020
Dr. Cooper also led the firm’s investment committee. Dr. Cooper and her Athena Capital team developed an endowment investing approach to building diversified portfolios for a variety of clients, including high-net-worth clients and their families.
04/01/2020
Charles Smith to lead ongoing digital transformation servicing wealth management firms and their advisors.
04/01/2020
The firm's head of research was made one of its nine directors on Monday.