04/25/2018
Credit Suisse Shuffles Investment Experts
The move represents a bump up for Koo, the Zurich-based bank's former head of investment management in Hong Kong.
04/25/2018
The move represents a bump up for Koo, the Zurich-based bank's former head of investment management in Hong Kong.
04/25/2018
He’ll continue to report to Sewing in the latter’s new role as chief executive officer.
04/25/2018
According to a source familiar with the matter, Brides has taken over as sole head of the investment solutions portfolio management team.
04/24/2018
Goldman Taps Mallory to Head Unit Targeting America's Super-Rich
A representative for the bank confirmed the new role for Mallory.
04/24/2018
Morgan Stanley's Graystone leader exits for asset manager
A Schroders spokeswoman confirmed Brookman’s hire.
04/24/2018
Fulcrum Asset Management expands systematic team
This new role will support the growth of Fulcrum’s systematic strategies business, which currently has assets in excess of $2bn.
04/24/2018
Geneva-based boutique to expand with new hires
Alpha Global Wealth focuses on managing the assets of expatriates who live and work in Switzerland.
04/24/2018
Tilney appoints Jonathan Asquith as a Non-Executive Director
Following the establishment of Deutsche Morgan Grenfell he served as both Chief Financial Officer and Chief Operating Officer.
04/24/2018
Citi Private Bank appoints Global market manager for Thailand, Malaysia and Brunei
Prior to his latest appointment, Morse was a team leader for the Singapore, Thailand and Malaysia markets at JP Morgan Private Bank, where he had worked since 2011.
04/24/2018
Raymond James Appoints Head of Global Equities
He developed and implemented processes that helped to substantially grow equities revenues and improve overall key account rankings.
04/23/2018
Global and regional wealth managers are moving to tap the burgeoning Indonesian wealth market.
04/23/2018
Schroders strengthens fixed income team
In this role he managed Schroders' fixed income execution with a team of 20 specialist traders across four regional desks.
04/23/2018
Old Mutual Limited is the new holding company for Old Mutual Emerging Markets, a holding in Nedbank and the residual Old Mutual plc.
04/23/2018
These small hubs will close once the regional centre opens.
04/23/2018
He will work in partnership with managing director Geoff Hall, Berkeley Alexander’s business development and sales teams, and its affinity partners.
04/23/2018
Equirus said it is in the process of hiring more senior and mid-level executives for its wealth management division.
04/20/2018
We look forward to Joss’ contributions to the growth of our business and to helping our clients reach their investment aspirations.
04/20/2018
Between them, the trio had spent more than 50 years at the firm.
04/20/2018
An attorney, Mr. Barley began his career in Brazil at the law offices of Messrs. Arnoldo Wald, and subsequently held positions with Banco Omega and UBS.
04/19/2018
In joining the St. James’s Place Partnership, Woodward will focus on providing wealth management services to affluent and high net worth expatriates in China.