07/18/2018
Joining them at RayJay are Roger Jee, who has worked with them since 1993, and Michael Lubin, a 20-year veteran broker and former financial reporter who joined their Wells team in 2015.
07/18/2018
Sullivan to Take Charge of Bank’s Growing Jumbo Mortgage Financing and Personal Lending Business; Mooney to Lead Private Banking Offices
07/18/2018
Under Hassan’s leadership, Excelian will continue to build its strategic partnership with Avaloq through a significant increase in local and near-shore functional and technical expertise.
07/18/2018
In his new role, he will be responsible for the asset manager’s range of models.
07/18/2018
Nadine Khairallah joins the Compagnie Financière Richelieu as Chief of Staff.
07/18/2018
He studied information systems at the University of Mannheim in Germany
07/17/2018
We are glad to promote talented new partners across our practices and to bring them into the firm’s leadership across our European, US and Asia offices.”
07/17/2018
Since her appointment as sole managing director in 2007, Robertson has driven huge overseas expansion across America, Asia and Europe in a bid to push into markets for high net worth clients.
07/17/2018
The election will take place at the next Annual General Meeting, to be held on 10 September 2018.
07/16/2018
LGT increased its headcount by 556 to 3,188 last year
07/16/2018
Solomon has been at the forefront of the bank's forays into cryptocurrency
07/16/2018
Jackson joined the firm last year from Coutts, having also spent several years running a private investment office.
07/16/2018
Gast replaces Pascal Schneider, who will be returning to Credit Suisse Asset Management.
07/16/2018
The firm has also hired Chris Savidge as a corporate finance executive for its Bristol office from big-four accountant EY.
07/16/2018
The company clearly has China in focus: last year
07/13/2018
Big banks are bolstering their private-banking efforts amid growing competition from boutiques and some high-level defections.
07/13/2018
The bank has now announced the addition of experienced bankers in Hong Kong and Singapore, according to a media statement on Friday.
07/13/2018
Khalil holds a Bachelor of Science in finance from Indiana University.
07/13/2018
Janney continues to attract top notch advisors in key marketplaces throughout our footprint
07/13/2018
WH Ireland’s head of wealth management has left the firm over a difference of opinion regarding the strategic direction of the private wealth management division.