04/04/2019
Calamos names Anderson head of wealth strategy and trust services
She will have a national presence as she collaborates with the firm's advisors both there and at its offices in Florida and New York.
04/04/2019
The three nominated Board members will replace Diego du Monceau, Ezra S. Field and Monica Mächler, who have decided not to stand for re-election at the upcoming AGM scheduled for 8 May 2019.
04/04/2019
Edmond De Rothschild appoints new leadership amid privatisation
These appointments are effective from 14 March 2019.
04/04/2019
Barclays EMEA private bank head leaves the firm
He will be replaced on an interim basis
04/04/2019
Zurich WM hires new head of investment solutions from EFG
Sesle joins from EFG Bank
04/04/2019
New Executive Director at Quilter Cheviot
He will report to Tim Childe, Head of Quilter Cheviot’s Jersey Office
04/04/2019
Investment Manager Michael joins the firm from Brewin Dolphin
04/03/2019
The Genevan wealth manager has twice raided Julius Baer for private bankers, first for the Middle East and last week for Latin America.
04/03/2019
The Association of Investment Companies recently obtained an exemption for investment trust chairs who can extend their tenure for longer if the company explains its succession policy.
04/03/2019
Melíosa O’Caoimh Appointed as Country Head
04/02/2019
The new APAC CEO said continued global growth is FNZ’s main internal driver while he’ll work to galvanize efforts to deliver more dynamic operational models and offer better service to the fast-growing Asian markets.
04/02/2019
They are retiring as both managers and from their roles as directors.
04/02/2019
With over 27 years' experience in the financial sector, Freire worked for various entities including Deutsche Bank, EGM Capital, Millennium BCP and Banco Postal.
04/02/2019
In his new role, he will report to Mark McMullen, Deputy Chief Executive, and will continue to be based in our Toronto office.
04/02/2019
Prior to joining U.S. Trust (which has been rebranded Bank of America Private Bank) in 2013, Swaner’s 19-year career included stints at Citigroup and Wells Fargo & Co.
04/02/2019
Royce is a graduate of Brown University and received his MBA from Columbia University.
04/01/2019
Fund removed from recommended list
04/01/2019
J.P. Morgan Private Bank today announced that Steve Wainwright has been named Managing Director and senior Banker to the firm's Middle East and North Africa team in Geneva
04/01/2019
Nichols has some 18 years' experience of European equities, having started in 2001 on the European Equities team at Invesco.
04/01/2019
Deloitte partner Ann O’Brien and EFG executive Raj Singh to join on April 25th