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.
10/28/2025
He joins Quilter Cheviot from Rathbones where he was head of business development for its Greenbank sustainable investment arm and previously led its private client and charity growth strategy.
10/28/2025
In September, Kah Yi Chung joined as Head of Private and Alternative Investments Asia, bringing 20 years of experience from HSBC and other global firms.
10/28/2025
He brings significant expertise in fiduciary investment oversight and the management of complex trust structures, along with a strong understanding of private client needs across multiple jurisdictions.
10/28/2025
The dual role will be shared between two experienced managers.
10/28/2025
With his many years of experience in providing comprehensive private client services, he will also assume the role of Head of Private Client Advisory.
10/28/2025
Deutsche Bank has appointed a new head of Brazil for its emerging markets private bank, effective November 1.
10/27/2025
The German bank has named its replacement for Cedric Ko.