10/03/2018
Two Seasoned Attorneys Will Advise Chinese Individuals and Companies on U.S. Real Estate Investment Opportunities and Cross-Border Transactions
10/03/2018
A new leadership will facilitate the work to address a culture of abusive treatment and the unpleasant work environment that unfortunately existed at one of our departments.
10/03/2018
Sanne also announced that its head of mergers & acquisitions and strategy, Spencer Daley, has stepped down with immediate effect.
10/03/2018
All new Executive Committee members will report to Paul Feeney, CEO of Quilter.
10/03/2018
He will be a member of the Technology Executive Committee and Wealth Management leadership team.
10/03/2018
Signature Bank Appoints Three Private Client Banking Teams
The team worked together for seven years at Citibank before joining Signature Bank.
10/03/2018
Hampden & Co became the first UK private bank to be established in a quarter of a century when it opened for business in June 2015.
10/02/2018
Both individuals are highly respected members of the industry and we are looking forward to seeing them develop and drive the business forward over the coming years
10/02/2018
Wealth manager appoints Deputy Head of Private Banking, Channel Islands
He has a strong history within the wealth management industry
10/01/2018
Based in Guernsey, Falla will be tasked with building the business strategy to provide banking and investment services to domestic, international clients and financial intermediaries.
09/28/2018
Ms. Born frequently volunteers her time providing financial advice to low-income families in the Los Angeles area.
09/28/2018
The GMB has been expanded to now include the role of Group Head of Investments.
09/28/2018
BNP Paribas Wealth Management appoints chief executive in Germany
Michael Arends’ in-depth knowledge of the German market will enable him to take our Business Development Plan forward
09/27/2018
The firm-wide culture at Fiduciary Trust emphasizes the importance of a deep understanding of each client's unique situation and circumstances," said Mr. Uzal.
09/27/2018
They were hired by Redmayne in the spring to establish a new Manchester branch, as Wealth Manager revealed back in April.
09/27/2018
HSBC wealth management arm names veteran as Swiss CEO
HSBC is appointing a veteran private banker to run its wealth arm in Switzerland, finews.asia has learned.
09/27/2018
Boutique owned 49% by Schroders has been expanding in continental Europe this year
09/27/2018
He is both a chartered wealth manager and a chartered financial planner.
09/26/2018
Joseph, who headed up discretionary portfolios and model solutions, left the firm in July to join Citi Private Bank as global head of portfolio solutions.
09/26/2018
Gonet La Française Advisors has appointed Peter Stiefel as Managing Director, co-head of business development in Switzerland, alongside Bénédict Fatio.