05/13/2019
UBS Loses Half-Billion Team
“That may mean using acquisition, bringing advisors from large wirehouse firms, or bringing on independents. We are open to any avenue of talent.”
05/13/2019
Geneva fintech firm appoints ex-Pictet WM CEO to board
Taurus’ board of directors also includes chairman Oren-Olivier Puder, SeĢbastien Dessimoz and Lamine Brahimi.
05/13/2019
“The diverse investment platform and expanded reach available through our affiliates, combined with the evident culture that manifests here, makes all of us uniquely positioned to deliver end-to-end solutions that meet our clients’ needs.&
05/13/2019
Ogier appoints partner in Luxembourg investment funds team
A regular lecturer on investment funds and distribution-related topics
05/10/2019
A round-up of the latest people moves and M&A deals in North America
05/10/2019
He has also worked for AXA Investment Managers in London, Singapore and Hong Kong before moving back to Switzerland at Bank Vontobel Investment Banking and later joining Bank Julius Baer Switzerland.
05/10/2019
He is also a Co-Founder and Partner at Fuller & Thaler Asset Management, which uses behavioral finance to manage portfolios of small-cap U.S. equities.
05/10/2019
DECALIA started to tackle the Swiss-German market in 2017
05/10/2019
Bottas, a seasoned investor currently leading the F1 championship, will become Azurite's global brand ambassador.
05/10/2019
Both Mandrile-Aguirre and Bollen will transition into their new roles over the next two months.
05/09/2019
Dave will lead RBC’s Wealth Management businesses in the UK and the Channel Islands
05/09/2019
Steve joins us from a FTSE 250 alternative asset and corporate administration services provider
05/09/2019
Both will manage and develop relationships for existing and newly acquired Major Accounts clients and each will be responsible for driving strong account retention and business growth opportunities.
05/09/2019
The news was confirmed by a representative of the bank, who said he started on Wednesday.
05/08/2019
She will start with Rockefeller in August 2019
05/08/2019
Tiziani joined Bellevue Asset Management in 2015 as senior sales manager.
05/08/2019
With ten years’ wealth planning and financial service experience, Gauthier joins Stonehage Fleming from Geneva Management Group where she was Vice President of Business Development.
05/08/2019
In his role at IW&I, Richard will provide independent and specialist advice to private individuals and companies regarding retirement, tax efficient investment and succession planning.
05/08/2019
We welcome Joseph Mrak to Refinitiv.
05/07/2019
Hawksmoor boosts board
The appointment will further strengthen Hawksmoor’s leadership and governance as we enter the next phase of our exciting development.