07/07/2019
Intertrust hires Director of Private Wealth in Jersey
He specialises in working with entrepreneurial and high-net-worth clients from a wide range of industries and sectors.
07/05/2019
Michael Seiler and Rita Amrein have 25 and 15 years of experience, respectively, providing financial advisory services to private banking clients in and around Zurich.
07/05/2019
Christophe Julen, senior executive director of GMG Institutional Asset Management, said: ‘We are delighted that Sieber has agreed to join Geneva Management Group."
07/04/2019
PAM was launched in October 2017 as a joint venture between Fry Group, a global financial adviser, and Independent Strategic Group a fintech firm specializing in digital investment management solutions.
07/04/2019
The bank has already made inroads on its U.S. hiring spree.
07/04/2019
They all join from the Südwestbank in Stuttgart and will serve customers throughout Baden-Württemberg from Stuttgart.
07/04/2019
Board changes at Leicester wealth management firm
He will continue in a full-time role as founder director to the Group and his focus will be on his client portfolio, acquisitions and acting as an ambassador for Mattioli Woods.
07/04/2019
Zurich WM reshuffles team as CEO steps back
Portfolio manager David Klingenbeck will also be joining Sloan from its parent company, Belvoir Capital, as head of portfolio management.
07/04/2019
The duo will take up their new posts on 1 January 2020 and will hold the positions until the end of 2023.
07/04/2019
PGIM poaches AllianceBernstein sales head to lead Swiss expansion
LaPointe said in a statement: ‘We are proud of how our international focus for PGIM Investments has evolved over recent years
07/03/2019
Coudray has taken on her new position within the asset management arm of the group at the beginning of July
07/03/2019
The bank has also hired Jörg Angelé as a senior analyst for economic research.
07/03/2019
On the investment side of its advisory business, it works with asset management companies, portfolio management services and alternative investment fund providers.
07/03/2019
Mr Jackson holds an honours bachelor’s degree in business administration from the Richard Ivey School of Business at the University of Western Ontario, as well as a chartered financial analyst designation,
07/03/2019
Wohnlich will be succeeding Marco Pagliara
07/03/2019
Based in Zurich, she reports directly to Stefan Mächler
07/03/2019
WMA is latest to hire seasoned former bankers with the addition of Kenny Chong as head of investment services and Elizabeth Hart as senior investment advisor
07/03/2019
Ben Sackitey joins Nomura as a business development director after a seven-year stint with Jupiter.
07/03/2019
Replacing Bill Vasilieff
07/02/2019
Wohnlich had hired copiously at Lombard Odier, part of a bid to win more Swiss business outside of Geneva.