05/07/2019
His new role will involve overseeing all of the group's private banking business, including Switzerland, Belgium, France, Israel, Italy, Luxembourg, Monaco, Portugal, Spain, and the U.K.
05/07/2019
“The investment appetite among HNW individuals in Asia has been growing substantially.
05/07/2019
He brings extensive experience gained within investment banking and mid-market advisory firms within the financial services sector.
05/07/2019
He will start on his new role on 1 July 2019
05/07/2019
She will be in charge of the firm’s $7.9 billion wealth management unit for Switzerland and Latin America
05/06/2019
He has also served as Non-Executive Director for Energy Project Finance, Paris-based electric vehicles specialist Fullcharger and Rotterdam-based software firm Essentium.
05/03/2019
Earlier this year Quilter Cheviot hired Lawrence Cotton, James Hughes and Andrew Jones to its London office.
05/03/2019
His departure will take effect in the coming days.
05/02/2019
Grosoli replaces the former CEO of CMB, Werner Peyer, who continues to work at the bank as a non-executive vice president.
05/02/2019
Treasury Partners is a regular recipient of industry accolades.
05/02/2019
"Guerrini's international experience and deep knowledge of the Swiss market will make him an important asset to the company for the advisory services we offer to private bank and asset manager".
05/02/2019
She will be joining us to build on John’s work since he founded the Company in 2008.
05/02/2019
Wealth manager looks to improve client engagement with expanded team
05/02/2019
The other hires include from the likes of Tilney and Rathbones.
05/01/2019
The role will be based in Zurich.
05/01/2019
He will report to chief investment officer Toby Vaughan and work on developing Brown Shipley's investment proposition.
05/01/2019
Santander increases its focus on its private clients
05/01/2019
Investec says it hopes to connect like-minded clients to drive collaboration and new wealth creation opportunities.
04/30/2019
An internal search for her replacement will begin this week after the job is posted.
04/30/2019
Jason Fertitta is the president of the new firm, which has partnered with Dynasty Financial Partners, according to a statement Monday.