03/03/2020
Prior to joining Evercore Wealth Management in 2012 as a Managing Director, he led a team of portfolio managers at US Trust in managing the assets of high net worth individuals and family foundations.
03/03/2020
All other current members of the Board of Directors will stand for re-election.
03/03/2020
Both Morgan Stanley and UBS retrenched from recruiting three years ago, concurrent with their withdrawals from the Protocol for Broker Recruiting
03/03/2020
He works closely with the firm’s Wealth & Fiduciary Advisors, providing asset allocation and customized portfolio management to private clients, foundations and endowments.
03/03/2020
Jacob-Nebout said: ‘Peter Schmidli's front line experience, combined with his extensive operational knowledge, will allow him to support the teams."
03/03/2020
Guernsey Finance names new Chief Executive
“We live in challenging but also exciting times, and Guernsey is in an enviable position offering innovation, substance, stability, security and expertise,” he said
03/02/2020
The plan also includes establishing an integrated economic and business hub, which will help boost the tech sector, particularly by addressing the talent gap between the increasing demand from mainland China and the small pool in Hong Kong.
03/02/2020
She will be charged with expanding HSBC's business in the core markets of Singapore, Vietnam, Malaysia, Indonesia, Thailand and the Philippines.
03/02/2020
Andreas Heinrichs succeeds Bernhard Heye, the former CEO of Bank Vontobel Europe AG
02/28/2020
In order to ensure a smooth transition at the top of VP Bank's client-facing units, Christoph Mauchle will continue to hold his function until the succession arrangements have been completed.
02/28/2020
He will be responsible for leading business management for discretionary teams across fixed income, equity and real estate debt.
02/28/2020
A spokesperson for the firm confirmed the changes
02/27/2020
At Switzerland's second-largest bank, she made herself a name as a digital banking expert.
02/27/2020
London-Based Wealth Management Firm Continues Expansion with Two Senior Management Hires
02/26/2020
Colavita and Sullivan have worked at Merrill for their entire brokerage careers of 26 and 33 years, working their ways up from starting positions as an analyst and client associate, respectively
02/26/2020
This move was more than just swapping sides, going from buyer to vendor.
02/26/2020
Philip Howell stepped down as CEO of the FTSE 250 company in May 2019
02/26/2020
Among the management changes the firm made, Mollie Colavita was named head of private wealth services and will oversee family office services, wealth strategists and the firm’s Center for Family Wealth, according to a memo seen by On Wall Street.
02/26/2020
Meanwhile, Carolina Moura-Alves was head of asset allocation
02/25/2020
In the newly-created role, Cohen will oversee compliance, the investment process, business development and reporting.